My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Intergenerational Planning
  • Investments
  • Cash Flow Management Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Retirement Planning Strategies

Education

  • Master's in Business Administrations, Southern New Hampshire University
  • Bachelor's of Science and Health, University of Wisconsin - La Crosse

Awards & recognition

  • Chairmen's Award for Excellence Team Honoree, 2022
  • Chairmen's Award for Excellence Individual Honoree, 2020

Interests

I enjoy staying active, whether it’s a good workout, a yoga session, or a run to clear my mind. I love making the most of each season—golfing in the summer, skiing and snowshoeing in the winter, and paddle boarding on a sunny day. My German Shepherd-Whippet mix keeps me on my toes and is always ready for an adventure. Growing up in the Upper Midwest gave me an appreciation for the outdoors and the changing seasons.

My photos

1 albums
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