As an Edward Jones financial advisor with over 30 years of experience in the financial industry — with a background in mortgages and benefits — I deliver customized financial strategies to help clients build and preserve their wealth. I joined the firm in 2010, and I earned my ChFC® designation in 2025 and AAMS® designation in 2013. I also achieved a degree in business management from Alverno College, all of which allow me to bring deep experience and a thoughtful approach, tailored for high net worth individuals, business owners and professionals who see the true value in a relationship. My focus is on understanding what matters most to you. Using an established process, I develop personalized strategies designed to align with your goals. I believe in building long-term relationships, providing ongoing support to help keep you on track through all stages of life. With this, we commit to:
- Get to know you and your family at a deep level
- Spend time learning about your lifelong goals and desires; working together with our resources to help you reach those milestones
- Connect and meet with you regularly to ensure progress is being made on what's most important to you
- A promise that we will care for you and your financial wellness just as we would with our very own family
I was born in Green Bay and later moved to Milwaukee, where I met my husband, Chris, over 30 years ago. We live in Oconomowoc with our daughter, Kassidy, who is in grad school studying physical therapy, and our two labs. We enjoy traveling, staying active outdoors and spending time with family and friends. I am dedicated to supporting local communities and volunteer with organizations that align with my passion for empowering others and fostering financial well-being. My team and I focus on guiding high-achieving individuals and families through complexities of wealth management — including retirement planning, legacy strategies and philanthropic giving. Whether you're just starting out, navigating life changes or planning for tomorrow, a financial strategy can help you make more informed and confident decisions. I offer financial planning services for individuals and families with comprehensive planning needs. Reach out today, and let’s discuss how we can achieve your goals together.
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