My professional credentials include Series 63/7/66 securities registrations, Registered Representative and Advisory Services. I also hold insurance licenses for Life and Long-Term Care.
Milwaukee has been my home for the greater part of my life. I have many ties to the Greater Milwaukee area through family, friends, and activities. I am an active member in several activities locally such as bowling, bell choir, and volunteering through my church including preparing and serving free community meals, working with children’s programs, helping to facilitate worship services, and outreach in various forms. I am honored to have been appointed by Governor Evers to his Governor’s Task Force on Retirement Security. A Task Force created to address a shortfall in retirement savings.
My reach extends to “up north” where I have family in Ladysmith and a cottage near Shawano. When I have downtime, I enjoy relaxing through gardening, playing with Freckles and Riley (my rescue Cocker Spaniels), and going to my cottage for boating, fishing, and campfires. Whether you’re looking to stay local to raise a family, retire “up north” at a lake, or any stage in between, allow me to guide you to financial stability through every stage of life.
As an assistant at Gebhardt Financial, my role involves helping with daily operations.
I received my Bachelor’s degree in History from Transylvania University in Lexington, Kentucky. During my time there, I was fortunate to grow my passion for history through studying abroad for a semester at St. Andrews University in Scotland. My summertime hobby is being part of reenactments of WWII and Scottish Highlands. Although Wisconsin will always be home, I enjoy traveling as much as possible to visit family and friends or to experience new places.
In addition to history, I have a passion for community involvement. Through my church, I volunteer with Hunger Task Force and am a long-time member of the handbell choir. I have been a co-leader of the same Girl Scout troop of a dozen girls from Daisies to Juniors.
I am excited to be part of a company that strives to establish financial security for our clients.