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

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Investments
  • Tax Planning Strategies
  • Insurance


  • BFA™ Behavioral Financial Advisor


  • Associate of Science Marketing, Fox Valley Technical College, 2002

Awards & recognition

  • Panoramic Financial Solutions, Ameriprise Client Experience Award, 2022
  • Panoramic Financial Solutions, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Berlin Community Scholarship Corporation