I’ve always had a passion for helping people with their finances. I started as a Relationship Banker in 2005 and worked up to Regional Manager before joining the financial services team in 2011. Now specializing in retirement planning, I get to help people with their full financial health.
I have innate attention to detail which helps with creating thorough financial plans. I enjoy helping people save for their first home or starting a college savings plan for their grandkids, but my passion lies in retirement planning. There’s more to it than most people realize and a misstep could mean missed opportunities for living their retirement dream. I earned my Chartered Retirement Planning Counselor in 2021 to ensure I’m equipped to guide my clients through those critical steps.
As a Kewaunee native, I still enjoy being part of the small, close-knit community. I enjoy volunteering for various organizations in Kewaunee County and in 2021 I became a member of the Kewaunee School District School Board. When not in in the office, Ken, my daughters and I enjoy being outdoors and spending time together baking and cooking.