Advisor profile

My approach

My goal is to help provide strategies to clients that focus on addressing their financial needs through various phases of their lives. I pride myself on building long-term relationships based on understanding clients’ financial concerns, mutual respect and on my professional experience including 25 years in Human Resources. My experience in working with retirees and their Social Security benefits enables me to help clients assess their Social Security options and analyze their benefits.

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, 2013-2023

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 a past President of the Milwaukee Catholic Home Board of Directors. 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.