Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Insurance
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • CKA® Certified Kingdom Advisor®

Education

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

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.

Community participation

  • Past President (2019) of Kenosha Women's Network
  • Carthage College President's Leadership Council
  • Carthage College Alumni Council Member--volunteer at Carthage alumni events and help determine recipients of the Alumni Scholarship Fund and Beacon Awards.
  • 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

Awards & recognition

  • Five Star Wealth Manager, 2013-2020

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.