My clients are serious, long-term investors who value a trusted relationship with tailored financial advice and service.

As your financial advisor, I want you to feel understood, in control, informed and secure. To help ensure this:

1. I want to understand what's most important to you.
2. I use an established process to build personalized strategies to help you achieve your goals.
3. We will partner together throughout your life to help keep you on track.

Part of my disciplined investment process is understanding the level of risk you're comfortable accepting so we can balance it with the steps necessary to reach your long-term goals.

The money I help you invest is just that – your money. It is important for me that you comprehend the strategy, performance, portfolio objective and cost when we work together. No question is too basic. I pride myself on communicating complex concepts simply.

My team and I are dedicated to providing hyper-personalized client service. My branch office administrator, Kim Underdahl, enjoyed a previous career in customer service and takes interest in each of our clients. Kim and her husband, Randy, have lived in the DeForest area their entire lives. On the weekend, she is with family and friends on the snowmobile, UTV and Harley.

But we are not alone. Thousands of people and advanced technology support our office to help ensure you receive the most current guidance. We welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy.

My formal education is in marketing from the UW-Madison and I worked for more than a decade as a personal tax preparer.

Currently, I live in Cottage Grove with my husband, Jaren, and children, JJ and Ily Jo.

Outside of work, I enjoy traveling abroad (Thailand has been my favorite), trying new recipes (you have to taste my quinoa lentil salad) and cross stich (some of my creations are in my office).

I look forward to working with you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • College Savings
  • Intergenerational Planning

My Personal Interests

  • Traveling
  • Chess
  • Cooking
  • Reading
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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