Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Saving for Education
  • Family Finances
  • Insurance
8
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℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.A. Psychology, Carleton College

Interests

I enjoy travel, hiking, cooking, the theatre, and watching movies.

The highlights of my summers are road trips with my husband and children to visit and camp in our country's beautiful national parks.

My three children are very involved in music and theatre in their schools and our community, and I love watching them perform.

Community participation

Habitat for Humanity - Greater Fox Cities: "Volunteer of the Year", 2019

Awards & recognition

  • Goldstein & Associates, Ameriprise Client Experience Award, 2021