About Me Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and build on any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER™
- Registered Representative of LPL Financial
- Licensed Insurance Agent
- B.A., Consumer Affairs in Business, University of Wisconsin, 1993
Let's Work Together to Develop a Plan to Help You - Retire more comfortably
- Protect your assets and your financial future
- Fund your children's or grandchildren's education
Memberships Woman of
Distinction by LPL Financial Outside Interests - Surviving as a single mother raising two boys in the Madison Area
- Completed over 20 half marathons
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