Advisor profile


My approach

Financial Planning is why my team and I exist; to help families develop a financial plan to live the best life and make the biggest impact possible with the resources they have.

It is centered in helping you identify your family's most meaningful goals and working through an intentional process to pursue them. My team and I find that in order to help our clients make the biggest impact on their family and community, it’s critical that we go beyond investments, which is where we believe the majority of our industry stops.

We believe using a comprehensive approach and scenario based planning drives the biggest impact-where you not only bring to us items you want to address, but our team proactively brings to you items that will be helpful to address (including gaps and opportunities not previously identified), based on our experience working with families in a similar position to your current one, as well as families in situations that might be aspirational to where you want to go.

What is the full potential impact of your wealth? We believe the answer involves more than your balance sheets and cash flow statements; the full answer incorporates your family members, your family story, your community, your principles and values, your goals, and your assets. This is where financial planning comes in, bringing it all together, and enhancing the impact of your wealth.

Areas of focus

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Small Business
  • Business Retirement Plans
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
14
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℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Personal Finance, University of Wisconsin - Madison

Interests

I consider myself an ‘ideas person’. I enjoy brainstorming, both personally and professionally. All ideas are worth putting on the board to see what sticks and what doesn’t; you won’t know until you try. I believe in progress, not perfection.

I feel my strengths include creativity, problem solving, listening instead of waiting for my turn to talk, having empathy and overall trying my best to be a good person.

With my free-time, I enjoy getting up early when the world is still sleeping to walk the dogs and exercise, doing chores and mindless things to allow me to think, fixing things and woodworking/making things with my hands.

Community participation

  • River Food Pantry of Madison, Wisconsin volunteer
  • Dane County Habitat for Humanity volunteer
  • Second Harvest Food Bank of Southern Wisconsin volunteer
  • Oregon School District Volunteer

Professional associations

It's a privilege to serve

Our passion is being the guide, or navigator, for families with their finances on their life journey. It is a privilege to help families. It is a privilege to get to do what we do. It is a privilege to do something we love in a way that helps other people. Out of all the things we could do with our lives, our team made decisions many years ago that THIS is our life’s calling and what we want to do. It is an honor families choose to be a part of our life’s work. The vow we have made to each and every family is we will always put them first. We give them our word. Now and forever. We get excited every morning when we wake up for what the day will bring and the difference that will be made.