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

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Family Finances
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 63

Education

  • Bachelor of Science University of Wisconsin Green Bay 1993

Awards & recognition

  • Lifescape Wealth, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Lifescape Wealth, Ameriprise Client Experience Award, 2021, 2022

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Lifescape Wealth has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

Interests

My husband Dave and I have 3 children: Brandon, Tyler, and Courtney. I enjoy spending time with my family, golfing, and playing tennis. I also enjoy supporting my children in their many activities!