My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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13
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 Strategies
  • 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, 2023-2025

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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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