Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
College For Financial Planning; attended University of Wisconsin Stevens Point and DePaul University.
With over 25 years of experience in the financial services industry, my areas of expertise include comprehensive financial planning as well as investment portfolio management, with an overall emphasis on retirement and goals-based planning.
In the community
Current Stevens Point Area YMCA Foundation Board of Trustees Member
Current Women's Fund of Portage County Board of Director
Current Member of the Financial Planning Association
Current Board Member of the Stevens Point Country Club