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
25
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
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Sustainable and Responsible Investing
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ADPA™ Accredited Domestic Partnership Advisor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Accounting, Marquette University, Milwaukee, WI.

Awards & recognition

  • Eventus Wealth Advisors, Ameriprise Client Experience Award, 2021-2023
  • Eventus Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Interests

  • My community is important to me, and I have served on numerous non-profit boards.
  • I have three dogs (Sam, Finn, and Tula), two cats (Dolly and Loretta), and two guinea pigs (Frisbee and Tater Tot).
  • I enjoy spending time with family and friends, including my very active nieces and nephews.
  • I love to travel and enjoy live music and theater.
  • I like participating in sports and a few unique highlights include playing football, racing motorcycles, and competing in an off-road triathlon.

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.