Curating financial strategies that align with my clients’ goals is the focus of my work as a financial advisor. I strive to ensure that my clients’ wealth, preservation and protection strategies are working in tandem. Whether you are preparing for retirement needs, adjusting to financial life after the loss of a loved one or ensuring that assets are properly allocated within your personal risk tolerance, my goal is to help make sure your needs are met.

I love helping people with integrity. Thinking through situations from my clients’ perspectives enables me to customize strategies that suit their unique resources, goals and personalities. My clients appreciate my approach and feel empowered and confident with the decisions they make when working with me. I am honored to serve a range of clients, and I especially enjoy working with women who are serious about their goals and receptive to the help I provide.

My career with Edward Jones unofficially began at age 9, licking stamps on weekends for my father’s marketing fliers at his office, just a couple blocks from where my office now stands. He retired from Edward Jones after 30 years, and I’m thankful that our careers overlapped for about 12 years. It was an honor to learn from his experience and mentoring.

Within the community, I am the president of the Parent Teacher Organization for Eagle School of Madison. I have also served as a board member of the Stoughton Area Community Foundation and the Stoughton Area Resource Team. Outside of the office, I enjoy quality time with family, hiking, tennis, traveling, fitness, cooking, reading, northern Wisconsin cabin escapes and planning adventures near and far.

To learn more about how my team and I can help you with your financial goals, contact my office today. I look forward to meeting you!