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

  • 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.


  • My community is important to me and I have served on numerous non-profit boards.
  • I have three dogs - Hank, Sam and Finn.
  • 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.