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 Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance
23
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℠
  • Series 7
  • Series 66
  • Licensed WI Insurance - Life, Health and Variable

Interests

Adventures with my family are by far the best. My husband Gary and I enjoying traveling as much as possible with our two children Aidan and Emma.

Our family enjoys just about any outdoor activity - kayaking, hiking, boating, and camping. I am an avid equestrian and enjoy any opportunity to go out for a ride with my horse Hogan.

Awards & recognition

  • Ameriprise Circle of Success, 2017
  • Five Star Wealth Manager, 2013, 2015 & 2016