As a Wealth Advisor, I specialize in financial planning with a focus on retirement and long-term savings strategies for individuals and families. The most rewarding part of my role is connecting with clients personally and building long-term relationships rooted in trust. Putting their interests first is at the heart of my practice.
As a working mother, I understand how financial planning can take a back seat to life’s other demands—but I also recognize its importance. I enjoy simplifying complex financial concepts and bringing all aspects of planning together so clients can move forward confidently.
I earned my bachelor’s degree in Personal Finance from the University of Wisconsin–Madison. Combining my devotion to the Madison area and my background in finance, it was a clear choice to lead a career in financial services. Before joining Investment Services, I proudly assisted my local community in understanding their finances and working towards their financial objectives. I hold the CERTIFIED FINANCIAL PLANNER™ designation and the Series 7 and 66 FINRA registrations with LPL Financial and Life and Health Insurance licenses, reflecting my commitment to offering sound financial advice.
Outside of work, I enjoy a laid-back lifestyle with my family, including my husband and three kids. We are avid Green Bay Packers fans, we spend as much time as possible outdoors during the summer, and my husband and I enjoy attending country music concerts on date nights. While I am not fond of Wisconsin's cold weather, we take advantage of the winter months to vacation in warmer climates.