I firmly believe that financial planning has a role to play at every stage of life, whether you're just starting out or nearing retirement. Understanding where you are and being mindful of where you want to go is critical to pursuing any goal. I recognize that financial knowledge varies greatly among individuals. However, I also believe that it's never too early or too late to start learning about making better financial decisions, saving, and investing.
A Badger at heart and a financial educator by profession. My career has been dedicated to teaching my community about various aspects of their financial lives. I understand the complexities of money management, having spent years working at a local tax preparation office and at UW Credit Union. My approach to financial planning is holistic. I strive to build genuine relationships with my clients, guiding them to make sound financial decisions for their unique situations, with a keen eye on tax implications*.
My educational background is rooted in personal finance, with a bachelor's degree from UW-Madison. I am also a CERTIFIED FINANCIAL PLANNER™, and I hold the Series 7 and 66 securities registrations through LPL Financial. Furthermore, I maintain Life and Health insurance licenses. Being a financial advisor means you don't have to navigate the complex world of finance alone. I see myself as a helping hand that meets you where you are and guides you to work toward where you want to be. I am here to help you understand, plan, and navigate your financial journey with confidence.
Born and raised in Wisconsin, I adore the changing seasons. Springtime picnics, summer beach trips, fall football games, and winter cookie baking are some of my favorite seasonal activities. Living here has instilled in me a love for nature's rhythms and the unique activities each season brings.
*Specific individualized tax advice not provided. We suggest that you discuss your specific situation with a qualified tax advisor.