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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management
  • Family Finances

Education

  • Bachelor Degree, Finance, University of Wisconsin-Green Bay, Green Bay, WI

Previous experience

  • Cost Accountant, Lake Shore Systems Inc., 2017-2018
  • Program Financial Analyst, Fincantieri Marinette Marine, 2014-2017
  • Associate Buyer, Fincantieri Marinette Marine, 2014-2015

Community participation

I always enjoy giving back to the community and participate at the following organizations:

Interests

Raised in the beautiful Upper Peninsula of Michigan, I love the seasons and all that it offers.

Spring: Is for cleanup, getting a fresh start to the new year and preparing for the best summer yet

Summer: Bonfires, swimming, camping, fishing

Fall: Hunting, cozy sweatshirts, splitting firewood and preparing for winter

Winter: Skiing, ice-fishing, relaxing by the fire and taking time to unwind with a cup of tea

I enjoy doing all of this with my husband, Tyler and our two fur babies, Jordy and Merlot!

Otherwise, you can find me curled up with a good book or listening to one of my favorite podcasts

My photos

5 albums
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