Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
7
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
  • Wealth Preservation Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Investment Management
  • Insurance
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 -General Securities Representatives Exam
  • Series 66 -Uniform Investment Advisor Law Exam
  • State of WI Life, Accident and Health and Variable insurance licenses

Education

  • Associate degree in Business, Northeast Wisconsin Technical College, Green Bay, WI

Community participation

Toys for Tots

Membership chair, GFWC Menominee Woman's Club

Interests

My favorite place to be is with my family and friends. You can either find us skiing the Rockies or camping near the lake. I am an active member of the GFWC Menominee Woman's Club and my passion is giving back to the community. Currently my favorite activity is watching my daughter grow into an amazing young lady.