I have over 20 years of experience implementing comprehensive strategies to empower individuals to maximize their current wealth and achieve the future they envision for themselves and their families. I help clients address financial planning issues ranging from retirement planning to investment strategy and estate planning. I graduated from Marquette University with a Bachelor of Science in Business Administration. I have also earned the Chartered Retirement Planning Counselor designation from The College for Financial Planning.

I believe strongly in giving back to the community. I have been a volunteer for over ten years with the St. Ben’s Community Meal Program preparing, transporting, and serving meals to those in need in downtown Milwaukee. My work with St. Ben’s also extends to raising money for the program through events such as the German Fest Run for the Hungry and working concessions at concerts and sporting events at the Bradley Center. I served four years on the parish council at St. Jude the Apostle Parish in Wauwatosa, and worked as a leader of the parish’s successful capital campaign. I am a member of the Medical College of Wisconsin’s Women in Science, The Marquette University Parents Association, The Marquette University Business Alumni Association, Professional Dimensions and TEMPO. I have been married thirty-four years to my husband, Bruce. We have two wonderful children. BJ is currently pursuing a fellowship in Allergy at National Jewish Hospital in Denver, Colorado. Prior to this he was a Chief Pediatric Resident at Children’s Medical Center in Dallas, Texas. Erica graduated cum laude from Marquette University and is currently attending Medical School at Creighton University. With her background as a World Cup speed skater, Erica plans to pursue a career in sports medicine.

• NABCAP Premier Advisor 2012
• 5 Star Wealth Manager 2012 & 2013

• Marquette University BSBA Finance
• CRPC College of Financial Planning
• Senior Retirement Planning Consultant

• Series 7, 63, 65

• Saint Ben's Community Meal Program

CO, FL, IL, MA, MN, SC, TN, TX, VA, WI