My profile

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Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

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21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Financial Planning for Small Business
  • Estate Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies

Community participation

First shift from 2024's event. Over 350 packagers!
First shift from 2024's event. Over 350 packagers!

I am Co-Chairman for Food for Kidz Northwoods, a food packaging event held every October in Minocqua that benefits local food pantries and backpack programs as well as children in need around the world. Each meal contains rice/beans/vitamins or cinnamon/oatmeal/vitamins. This year, with food insecurity on the rise, we are servicing 19 local organizations that benefit children. In 2025, Food for Kidz Northwoods packaged 245,500 meals in four hours with over 600 volunteers!

Interests

  • I enjoy volunteering for Food For Kidz Northwoods.
  • I love spending time with my family, running, gardening, boating and traveling.

My photos

2 albums
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