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

  • Women's Financial Strategies
  • Insurance
  • Retirement Planning Strategies
  • Charitable Giving
  • Divorce Financial Planning
  • Retirement Income Strategies
  • Saving for Education
  • Employee Stock Options
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BA from Alverno College in Business Management and Professional Communications

Education

  • BA Business and Management and Professional Communications
  • Alverno College, Milwaukee, WI

Interests

I have a 21 yr. old daughter, my number one! She is living in Tampa, FL to pursue her dream. As a family, we like to travel, watch movies, play games spend time at our camper in Door County and in general spending quality time with other family and friends!

Our family has 2 pugs, Butchie and Cookie, that keep us very entertained! We are advocates on rescuing from agencies and support several Pug Rescue organizations.

Community participation

Meadowbrook Country Club

Member of Downtown Racine Corporation

Old Timer's Athletic Club of Racine

Prairie School

BCAN; Bladder Cancer Advocacy Network

CVCR; Corporate Volunteer Council Racine County

Make a Difference Wisconsin

Big Sisters of Racine

Awards & recognition

  • Ameriprise Client Experience Award, 2020