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

  • 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


  • BA from Alverno College in Business Management and Professional Communications


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

Awards & recognition

  • ellio Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • ellio Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

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


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.