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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Women's Financial Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • RICP® Retirement Income Certified Professional®

Education

  • University of Wisconsin-Whitewater B.A. Finance

Interests

As a wife and a mother of four I have learned the importance of balance and setting priorities.

I firmly believe that staying healthy and maintaining a positive attitude keeps me happy in my family and professional life.

I enjoy teaching fitness classes, playing tennis, reading, traveling and watching my children participate in sports.

Volunteering allows me to give back to my community. Feed My Starving Children is an organization I hold close to my heart. I volunteer through my church, kids school and numerous charitable organizations.

Community participation

Brookfield Lutheran Church, Brookfield WI

Luekemia Association

Feed My Starving Children

Healing Haiti

Awards & recognition

  • Five Star Wealth Manager, 2013-2016
  • Ameriprise Circle of Success, 2004-2010, 2014, 2018
  • Ameriprise Diamond Ring Club, 2013