Some chapters are exciting: building a career, growing a family, starting a business, planning for retirement, or creating a legacy. Others bring uncertainty and change. One of the most rewarding parts of this work is sitting down with you, listening to your stories, and helping make sense of where you are today and where you’re headed next.

As an avid reader, I've always been drawn to the power of stories. Financial planning is no different. Before discussing investments, insurance, or retirement strategies, my focus is on understanding the people behind the numbers, their values, priorities, goals, and dreams. Every financial plan should reflect the unique story of the person living it.

Working with individuals, families, business owners, and community leaders, my goal is to:

• Bring clarity and confidence to financial decisions through thoughtful, personalized planning.
• Strengthen your financial foundation while preparing for life's unexpected moments
• Invest with purpose and create a plan that supports both your present and future aspirations.

I have a particular passion for serving creative professionals, entrepreneurs, and others whose careers don't fit neatly into a traditional path. A holistic approach helps these clients:

• Navigate fluctuating income
• Balance multiple revenue streams
• Benefit from a structured financial strategy without sacrificing creativity or purpose

The best financial relationships are partnerships. Through our open conversations, careful listening, and ongoing collaboration, clients gain a trusted guide who helps simplify complexity and connect financial decisions to the life they want to live.

When I was 16, I won $300 from a local radio station contest. I asked my dad to help me buy stock in a local company. Then, he and I invested together until his death in 2009. I have always had a passion for finances and logical, practical solutions, so in 2007 when my first broker/dealer called while I was busy being a stay-at-home mom, I jumped at the opportunity. It was thrilling to be able to help people understand and use complex ideas to reach their goals. Today, I’ve built incredible relationships and have grown my practice.

Outside of my practice, I am a mother to three creative, kind children. They are 21, 19, and 12. Together, we travel and explore our own state as well as more distant locales. As a family, we hike, read, cook, kayak, and find adventure wherever possible. I grew up in Merrill, WI then spent 20 years in the Northwoods. In 2021, I decided it was time to come home and we relocated to Wausau. We love our community, and I love to say, “Yes!” to opportunities for fun and new experiences.