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
32
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
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

  • University of Wisconsin - Parkside BA in Communications

Awards & recognition

  • Ameriprise Client Experience Award, "2021, 2023"

Previous experience

  • B.Riley - Wunderlich Securities, 2014-2018
  • Stifel Nicolaus, 2009-2014
  • Morgan Stanley, 2009
  • Citigroup, 2006-2009
  • AG Edwards, 1992-2006

Community participation

  • National Association of Women in Business
  • St. Charles Women In Business
  • St. Charles Chamber of Commerce
  • Chase the Moon

Interests

Live Theater

Concerts/Live Music

Fitness Training

Tropical Vacations