Specialties
About Me
Retirement-focused: Whatever your financial goals are for this year or next, I believe all roads eventually lead to retirement.
I am committed to helping my clients design personalized financial road maps to retirement. You may have one, four or even a dozen financial goals all fighting for the same dollars. My mission is to help you identify where you are today and where you want to be, then collaborate with you to develop actionable steps so you are better positioned to achieve your goals. Retirement-focused: As a financial advisor with a focus on retirement income planning, I began working with 401(k), 403(b), defined benefit pension and government 457(b) plans in 1994, helping businesses and individuals by providing a hands-on approach to workplace retirement plans. As a Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ professional, I combine workplace education and financial wellness initiatives with individual retirement income planning, investment and wealth strategies, along with a wide range of innovative resources to work toward elevating my clients' financial futures. We provide the following services: - Comprehensive financial planning for clients with comprehensive planning needs - Retirement savings and income planning - Investment management - Fiduciary services on behalf of ERISA retirement plans - 401(k) plans - Defined benefit plans - Nonprofit 403(b) plans - On-site employee financial wellness and education I welcome working with individuals just starting on the path toward retirement and those needing guidance on turning savings into retirement income, as well helping business clients optimize their 401(k) or pension plan so their employees can be begin building upon their retirement goals. Let's get to know each other! I moved to the Oconomowoc area over 20 years ago with my husband and children. We also spent several years living amid the Rocky Mountains in Colorado and currently enjoy the southern hospitality of friends and neighbors in the beautiful Magnolia State, Mississippi. I clearly have a weak spot for travel — whether in the U.S. or abroad. Next time you call or stop by, be sure to mention one of your favorite reads; I'm always looking for my next suspense novel. And lest I forget my love for musical theater — let's talk off-Broadway! Let's talk. Let's make a plan.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CRPS, CRPC, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
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