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

  • Investment Management
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Saving for Education
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • 2002, BA/University of Wisconsin-Eau Claire

Interests

  • Spending as much time as possible with my three children
  • Quilting
  • Boating, kayaking and s kiing
  • Attending theatre and musical events; occasionally you’ll find me on stage
  • Volunteering

Community participation

My team is passionate about spreading financial literacy and believe a responsible relationship with money starts early. Partnering with the Chamber of Commerce and local school districts we give an eye-opening experience to kids in high school through the Real Life Academy, a day-long event where kids navigate a real-life simulation where they face tough financial decisions adults make daily. We're also proud to invest time and money into the Boys & Girls Club of Greater Chippewa Valley. Our experience with this vital organization has given us far more than we could possibly give it.

Previous experience

  • E & G Franchise Systems/Erbert & Gerbert's Subs & Clubs: Director of Marketing and Brand Development, 2003-2008