About Me

I joined Stifel as a part of Stifel’s acquisition of Ziegler Wealth Management in 2018.  Drawing upon 20-plus years of investment industry experience, I help successful individuals and families manage their wealth and develop retirement income strategies tailored to their long-term financial goals.

A longtime resident of Wisconsin, I graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration.  I hold Series 7 and 66 securities licenses as well as life, health, and variable insurance licenses (including annuities).  I also earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc.  I leverage my experience, knowledge, and education to help you navigate Stifel’s financial planning process, listening to your goals, and tailoring a plan suited to your financial future and lifestyle. 

Outside the office, I enjoy leading an active lifestyle, spending time with my husband, Chris, traveling, cheering on the men’s Marquette basketball team, and playing golf whenever possible.