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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Investment Management
  • Small Business

Education

  • BS Mass Communications, University Wisconsin at La Crosse

Community participation

Member, Orchard Ridge Neighborhood Association, Madison WI.

Past Board Member, Retired Senior Volunteer Program of Dane County

Interests

When building strong relationships among my family and friends, it always comes back to family support for the arts, sports, and community involvement. We always like to gather when sporting events occur, and we share in good visits and stories to share.