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

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Arts--College of Arts and Sciences--Marquette University, 2005
  • Masters of Arts in Education--Viterbo University, 2011

Previous experience

  • Client Service Specialist, Lowery & Associates, Ameriprise Financial Services, LLC, 2015-2021
  • Middle School Language Arts Teacher, Oak Creek, WI, 2006-2013

Community participation

  • Education Committee Member, Holy Spirit Catholic School, Kimberly, WI
  • Golf Outing for Technology Committee Member, Holy Spirit Catholic School, Kimberly, WI
  • Holy Spirit Parish Member

Interests

My husband and I have three children: Logan, Luke, and Jenny. I enjoy attending their sporting events, spending time with friends and family, cooking, and cheering for Marquette basketball.