Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Family Finances
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education


  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination


  • B.S. Office Administration - Shippensburg University, Shippensburg, PA
  • MBA - University of Wisconsin, Milwaukee, WI

Awards & recognition

  • Five Star Wealth Manager, 2013-2022

Professional associations

  • University of Wisconsin, Milwaukee Alumni

Previous experience

  • Ameriprise Financial - Financial Advisor, Associate Vice President, 2014 - present
  • LPL Financial - Financial Advisor, 2008 - 2014
  • RBC Wealth Management - Financial Advisor, 2003 - 2008
  • Catalyst International - Vice President Human Resources, 1993 - 2003

Community participation

I conduct weekly workshops at an outplacement firm to educate those in job transition. I serve on the Board of Directors of the Lupus Foundation of Wisconsin. I am the past President and Board member of the Milwaukee Catholic Home and I currently serve as an Adjunct Member of the Investment Committee. I support the Wisconsin Blood Center and have achieved Silver Donor status.


I have a passion for fitness. I am a member of TriWisconsin and enjoy competing in sprint triathlons and going on long distance bike rides. I belong to the Schroeder Master's swim team and teach indoor cycling (Spinning) and Body Pump classes at the Rite-Hite YMCA. I enjoy cooking, reading, theater, movies, dining out, and dancing.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.