In 1987 I joined Baird’s Madison office after working in our family business. The years prior helped me form my core values: family comes first, relationships are priceless and community is important. I want to help people live life without financial worry so they can focus on their families and the things most important to them.
I hold a BA in Economics from the University of Minnesota and attended the University of Wisconsin-Madison and Oshkosh for continued coursework in Business Administration and Finance. In 2011, I earned the Certified Financial Planner® certification from the College for Financial Planning and in 2012 the Certified Private Wealth Advisor® designation.
I devote a great deal of time to charitable, non-profit organizations and am currently a board member of Taliesin Preservation Inc. and The Madison Museum of Contemporary Art (MOMCA) Foundation. Other interests are golf, exercise, the arts and my family.
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Senior Client Specialist
One South Pinckney Street, Suite 600
Madison, WI 53703