Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Insurance
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst

Education

  • Bachelor of Arts, International Business and Marketing, Carthage College, 1997

Awards & recognition

  • Five Star Wealth Manager, 2016-2023

Community participation

  • Carthage College President's Leadership Council member
  • Carthage College Alumni Emeritus Council Member-- Past Chair of Carthage Alumni Reengagement Committee
  • Past President (2019) of Kenosha Women's Network
  • Junior Achievement volunteer--helping foster work-readiness, entrepreneurship and financial literacy skills in local elementary schools.
  • Make A Difference Wisconsin Volunteer--teaching financial literacy to junior and senior high school students

Interests

I love to collect stamps in my passport. I enjoy making my own stamped cards. During the summer, I like to spend as much time as possible at Lake Michigan. I love living in downtown Kenosha. Throughout the year, my favorite thing to do is serve others in my community.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.