Using numbers to solve problems makes me happy. Whether that is as an engineer in a factory, running a business unit for a Fortune 500 company or sifting through a stack of statements to determine alternatives to help reach a client's goal, the process is soothing to me. The more complex, the better – I've been known to get goose bumps when a person shows up with a disorganized stack of papers in a plastic bag!

I believe my role is to understand what is important to you, and then create a strategy tailored to your precise needs, empowering you to be a co-creator of the plan and then partnering with you to help keep you on track, especially when the goal inevitably changes along the way.

My team includes Christine Lind and Judy Hutton, who combined have over 40 years of experience in the industry. We use an established 5-step process to make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life.

My home team includes my husband, Brad, and our three children in college. When I am not working, I am in classes to earn further designations and have also taken up running (notice I did not say FAST running). I am curious by nature and am convinced I have something to learn from everyone I meet. Did you know the pipeline industry uses PIGs? Did you know the growth of corn plants is driven by heat units? Did you know that, if you freeze your extra tomatoes, when they thaw, the skins easily slip off? Check back and I'll update you with new things I've learned.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Intergenerational Planning

My Personal Interests

  • Cooking
  • Farming
  • Health & Nutrition
  • Book Collecting
  • Pickleball

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 - 04:00PM
Sat Closed
Sun Closed

Branch Team

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