My life has been busy, giving me a wealth of experiences that help me relate to my clients. I have had my own financial planning practice since 1986 and in 2025, I merged that practice with Madison Partners. I was born and raised in Antigo, Wisconsin, graduated from University of Wisconsin Stevens Point, and spent the next 20 years with my family as a Marine military spouse living across the United States. I have four children, 9 grandchildren, and one great grandson. In 1988, as my husband retired, we moved to Wausau, WI and I opened my WI financial planning practice.
I came into this work after teaching financial planning on the university level and decided that every day was as interesting and as different as my client dreams. I have always tried to stand by the statement, that “ I try to put myself in my client’s shoes and recommend what I would do if I were in the same situation”. For me, the client always comes first.
