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.

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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


  • ADPA™ Accredited Domestic Partnership Advisor™
  • APMA™ Accredited Portfolio Management Advisor™


  • 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


  • 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.