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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Investment Management
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Insurance

Education

  • Bachelor of Science, Majoring in Business and Finance , University of Wisconsin, River Falls, Wi

Awards & recognition

  • Horizon Advisors, Ameriprise Client Experience Award, 2023

Previous experience

  • Hartford Mutual Funds, Woodbury MN, 2007-2015
  • M&I Bank, Hudson WI, 2006-2007
  • Wells Fargo Bank, Hudson WI, 2005-2006
  • Eastwood Bank, Kasson MN, 2001-2004

Community participation

Interests

In addition to my passion for helping families plan for their financial futures, I am an active mom of four kiddos - Hannah, Hadley, Hazel & Finley.

My husband, Steve, and I live on a small acreage in Hammond, Wisconsin.

As a family we enjoy making memories on our camping adventures and spending time with our family and friends.

I love a great game of Rummikub on game night and in my free time I enjoy crafting, scrapbooking and photography.

My photos

4 albums
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