I have been in the investment industry since 1983 and joined RBC Wealth Management in 1990. My formal education includes a bachelor’s degree in finance from the University of Wisconsin-Milwaukee.
In addition to portfolio design and management, I assist with education, retirement and estate planning. Whether my clients are changing jobs, contemplating long-term care, or ready to draw on their assets, I gather information about my clients’ needs, goals, tax situation, timeline and experience to create individual solutions for these complex issues.
I am a Wisconsin native and currently reside in Brookfield with my two children, Mark and Lauren. For recreation I stay active with various sports and enjoy traveling with my family.