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
  • Tax Planning Strategies
  • Business Retirement Plans
  • Small Business
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
15
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 mindless things to allow me to think, woodworking/making things with my hands and track riding motorcycles.

Community participation

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

Awards & recognition

  • Eventus Wealth Advisors, Ameriprise Client Experience Award, 2021
  • Better Business Bureau Accredited, 2020, 2021, 2022

Professional associations

It's a privilege to serve

My 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 I do. It is a privilege to do something I love in a way that helps other people. Out of all the things I could do with my life, I made a decision many years ago that THIS is my life’s calling and what I want to do. It is an honor families choose to be a part of my life’s work. The vow I have made to each and every family is I will always put them first. I give them my word. Now and forever. I get excited every morning when I wake up for what the day will bring and the difference that will be made.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.