About Me

I grew up in Appleton, Wisconsin. My husband and I are high school sweethearts. We met at age 15 and recently celebrated our 20th anniversary. I was fortunate enough to be able to be a stay-at-home mom for about ten years.

Education

While my children were small I decided to pursue higher education. I started working on an associate’s degree in accounting at Fox Valley Technical College, which I obtained in 2006 and decided to keep on going. I earned my bachelor's degree in accounting from Silver Lake College in 2009. I began working for Lon Mishler in February of 2008 as a part-time tax preparer and was hired on full time soon after. He offered me wonderful flexibility as a new working mom and incredible career opportunities. I was encouraged to pursue a CERTIFIED FINANCIAL PLANNER^® (CFP^®) certification, which I completed in June of 2011 through the College for Financial Planning.

Role on the Team

I am a partner in the practice. I manage the tax department along with advising our clients on their accounts.

Outside of Work

My husband and I have two children — a son in college and a daughter in high school — that we love to spend time with whether it be camping “up north” or hanging out at home. We enjoy trout fishing together on the Little Wolf River. I love to read and am a huge fan of Stephen King. We also love to take long walks with our dog, Murphy, and have recently discovered a passion for travel.