I began working as a corporate financial analyst spending sixteen years with a large automotive group before joining Investment Concepts 17 years ago.
With a focus on retirement planning, I am committed to providing expert advice and strategies for my clients by identifying their needs. By employing product expertise, I tailor plans to help clients meet their financial goals.
As a Bachelor of Science graduate from the University of Wisconsin-Whitewater, I majored in Finance and graduated with high honors. I currently hold the Series 6, 7, 63 and 66 securities licenses as well as being an Investment Advisor Representative. I also hold an insurance license for the following lines – Accident & Health, Life, Variable Life and Variable Annuity.
Appleton has been my lifelong home along with my husband and two college age children.
One of my primary passions has been serving and volunteering in a variety of ministries at Appleton Alliance Church. Over the past 15 years, my family has served alongside her in the early childhood ministry and participated in Both Hands Foundation.
In my free time, I enjoy reading, movies and spending family time at our family cottage in Northern Wisconsin.