Member of: N.E.W. Connections
about my business
There's a chair for you.
It's directly across from mine.
Together, from that chair, we will celebrate your successes, navigate your challenges and share in life's moments that happen along the way. The relationship you have with your financial advisor should be comfortable. The chair you sit in should feel familiar, welcoming and safe.
Does that sound like the chair you're currently sitting in? If not – we should talk.
We'll talk about your goals, we'll focus on what is most important to you and we'll follow an established process as we partner together and move forward. My priority is to ensure you know where you're going, are on track to get there and are prepared to handle any unexpected detours along the way.
That's what I get to do every day and I can honestly say, there's nowhere else I'd rather be!
After graduating from UW-Platteville with a degree in business administration, I spent nearly 13 years in the banking industry as a mortgage and personal lender. As I became well versed in the day-to-day operations of personal finances, I couldn't help but see there was a need to help my clients think bigger. That's what lead me to Edward Jones, and it has been one of the most rewarding experiences of my career.
Currently, I reside in Appleton, WI, with my husband, our two children and our three dogs. As a family, we love spending time together playing games, camping and watching cooking shows. In my free time, I enjoy coaching volleyball for a traveling club team and at my children's school. I am also actively involved in a few fantastic networking organizations in the valley.
We all get to choose how we spend each day. We are in control of our thoughts, our attitude, and our direction. Kim and I choose to be here and serve you. Give us a call and say hello!
My Business Info
The ideal referral for me is someone who is ready to get serious about their financial goals. Whether they're just getting started or are well established and need a committed partner - I am here to help!
Life events are a great time to review your financial goals. Gearing up for retirement? Already retired and need a second look? Changed jobs? (Don't forget about that old employer sponsored retirement plan!) Is paying for some type of post-secondary education in your family's future? Let's talk!