A goal without a plan is just a wish. ~Antoine de Saint-Exupéry
Originally from Appleton, I came to call Madison home in 1996 when I moved here to attend the University of Wisconsin-Madison. I graduated in 2000 with a Bachelors Degree in Marketing and Management and began my working career with Ameritech. It was during these first few years of “real world” experience that I became interested in investing and financial planning. It stemmed from a desire to understand what options I had and what financial tools would help me accomplish my goals.
I began my transition into the financial services area by obtaining my Insurance license in 2005 and my investments registrations in 2007 with Transamerica-Aegon. During my tenure with Transamerica-Aegon I gained a tremendous amount of experience understanding how to utilize insurance to help minimize volatility in overall portfolios. In 2009, I broadened my knowledge by working with Wisconsin based Estate Planning Attorneys to incorporate wealth transfer strategies into client’s portfolios. I traveled throughout Wisconsin assisting the attorneys with funding and implementing their client’s Revocable Living Trusts. In 2011, I was presented with the opportunity to limit my travel and stay closer to home with Associated Bank. As a Financial Consultant I worked with a variety of clients, both individuals and businesses, serving primarily the West Side of Madison. In August of 2014, I made the decision to open the doors of Akamai Investment Advisors with my business partner, David Brown.
My husband Jeff and I are raising our two daughters on the west side of Madison. I enjoy spending time with my family and friends, golfing and boating.
What is a BFA™?
