About Me

Growing up, I milked cows on my family’s dairy farm in Pulaski, Wisconsin. With over a decade of experience in the financial services industry, my prior work includes insurance, annuities, investments, retirement planning for individuals, customer service for corporate sponsored retirement plans, and personal trust administration. Getting to know clients as we work together is my favorite part of my job.

Education

I received my bachelor’s of business administration with a graphic design minor from St. Norbert College. In 2018, I attained the Retirement Income Certified Professional, RICP^®, designation from The American College for Financial Services. I completed the CFP^® Certification Education Program through the American College of Financial Services as well, achieving the CERTIFIED FINANCIAL PLANNER^® certification in 2023.

Role on the Team

As a Financial Planning Assistant, I assist with rebalancing portfolios and preparing recommendation letters for clients.

Community Involvement

I served on the board of the Estate Planning Council of Northeast Wisconsin and currently serve on the Gift Planning Advisory Council at St. Norbert College.

Professional Associations

• Estate Planning Council of Northeast Wisconsin

• Financial Planning Association (FPA)

Outside of Work

My husband and I enjoy traveling and golfing. A few of my many interests also include gardening, appreciating art and photographing freighters on the Great Lakes.