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Specialties
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.
With an AAMS™ designation and a degree in business management from Alverno College, I 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 25 years ago. We now live in Ixonia 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. Supporting me is my office administrator, Leksi, a Concordia University graduate whose global perspective enriches our practice. She is dedicated to providing you with the highest level of service. Leksi ensures a seamless experience and helps maintain the trusted relationships we value. Giving back is a core value. I am dedicated to supporting local communities and volunteer with organizations that align with my passion for empowering others and fostering financial well-being. If you’re ready to elevate your financial strategy and secure the future you envision, let’s connect. My team and I focus on guiding high-achieving individuals toward financial independence, helping you make informed decisions with clarity and confidence. Reach out today, and let’s discuss how we can achieve your goals together. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
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Always free for clients.
ChFC
Chartered Designations
What do these credentials mean?
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For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media. “The Chartered Financial Consultant and ChFC are property of The American College of Financial Services, which reserves sole rights to its use and its used by permission.”