One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals. So please be prepared to share your goals and dreams, because I am here to listen and help you achieve them.

As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so that you have more options when you retire, regardless of what you decide to do.

I attended the University of Wisconsin Law School and graduated in 2004 with a juris doctor in law. Thinking like an attorney allows me to view your finances through a broader lens and work more efficiently with your legal professionals.

Our branch team understands the unique financial needs of the LGBT-plus community, and we welcome the opportunity to meet with you and your partner to discuss your financial future.

I have been active in business and civic affairs in the Madison area for many years. I am an active member of the Middleton Chamber of Commerce, the Wisconsin LGBT Chamber of Commerce and the West Towne Middleton Rotary Club. I am on the board for OPEN Madison and am the chair of the Events Committee. I am also on the board for the Downtown Middleton Business Association.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • LGBT Finances

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Traveling
  • Gardening
  • Animal Rescue

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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Branch Team

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