I am proud to serve as a Registered Assistant at Wingerd Financial Group, with over 25 years of experience in the financial services industry. My journey began in a different field, working with Milwaukee Public Schools, but my passion for helping others led me to where I am today. I hold a BA in English and Psychology from the University of Wisconsin at Whitewater, which has been invaluable in understanding and communicating with clients.
I am deeply motivated by the opportunity to help clients navigate their personal finances. One of the most rewarding aspects of my job is helping clients find confidence in their financial planning. I believe that my greatest value to clients is my accessibility. I make it a point to answer every call and return every message promptly. This level of communication is something I take pride in and is essential in building trust and reliability.
Originally from Wisconsin, I now reside in White Bear Lake, MN, with my husband. Having recently moved to the lake, I am excited to start enjoying all that it has to offer.