She has always been passionate about helping others and early in her career, she felt that she was being called toward a different path. She realized she had a gift for connecting with people. As a financial advisor, she knows the importance of understanding the concerns of her clients. This is what she believes sets her apart when it came time for a client to choose her and determine that “this is going to be a good fit.” People know when you are genuinely interested and care about what they value in life.

She enjoys all the details of financial planning, but her greatest joy is serving as a guide for some of the most important decisions in people’s lives, which almost always have a financial component to them. She works with her clients to provide financial planning services tailored to their needs, and to develop a plan to help them towards a successful financial future. Her goal is to understand what matters most to you and your family.

As a client, she will provide customized advice and together, will review your progress and adjust as needed along the way. Her certifications and extensive experience provide her with the expertise to bring ideas and solutions to my clients.

One of the reasons she loves her work as a financial advisor is the stability and empowerment financial education can provide.

Registrations and Credentials:
FINRA Series 7, 63

Chartered Financial Consultant (ChFC®)

Wisconsin Life & Health insurance License

Community Involvement:
SecureFutures – instructor of financial literacy to high school students

2007-present

Waukesha County Estate Planning Council

2009 - present