As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 1994. I help clients succeed by gaining a deep understanding of their personal and professional lives, identifying their goals and objectives and making sure they are taking advantage of available opportunities.
I live in Madison, and serve clients in Madison, Milwaukee and Janesville. I enjoy spending time with my husband and three young adult daughters. I serve on committees for the Foundation for Madison Public Schools as well as treasurer for my church. I also enjoy traveling, seeing shows at the Overture Center and a variety of fitness activities.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.