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
24
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
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Sustainable and Responsible Investing
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • 2004 Bachelor of Business Administration, Finance, University of Wisconsin-Milwaukee

Awards & recognition

  • Five Star Wealth Manager, 2013-2015, 2017-2024

Previous experience

  • Financial Advisor with the private wealth advisory practice of Carol L. Busche, CFP®, ADPA℠, 2004 - 2024
  • Paraplanner for Carol L. Busche, CFP®, Ameriprise Financial Services, Inc., 2001 - 2004

Community participation

  • Volunteer Librarian & Hot Lunch Program Coordinator for St. Paul's Evangelical Lutheran School, East Troy, WI, 2022-present
  • Volunteer Soccer Coach U6 SC43 Soccer Club, East Troy, WI, 2023-2024
  • Volunteer Sponsorship Coordinator for Queen's Cup Race-South Shore Yacht Club, Milwaukee, WI, 2008-2011
  • Volunteer Grace Place Coffee Shop Coordinator for Grace Lutheran Church Milwaukee, WI, 2005-2007

Interests

  • Spending time with my husband, 1st and 2nd grade sons and step-children, helping the organizations of their various activities, and hosting family gatherings
  • Volunteer as Librarian and Hot Lunch Program Coordinator for St. Paul's Lutheran Evangelical Church & School, East Troy, WI
  • Gardening & tending to my chickens
  • Sailing Lake Michigan
  • Dining around Milwaukee
  • Cooking, wine & entertaining
  • Travel - ocean beach destinations are favorites!
  • Neighborhood book club & reading
  • Jogging and various 5k/10k/half-marathon events

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.