34 years of legal experience, almost entirely in the estate planning and probate area.
Earner her Juris Doctorate, Certified Financial Planner®, Chartered Life Underwriter, and Retirement Income Certified Professional® designations.
Frequently speaks around the country about estate planning and Social Security in retirement to accountants and financial planners across the country
Past experience includes in-house legal counsel at a Milwaukee Trust Company, Interim Director of Advanced
Planning at Marquette University, and recently, a Director of Advanced Planning at Northwestern Mutual, all which helped her develop her skills and expertise in assisting families in planning their legacies.
Has helped more than 1,000 families in the preparation and implementation of their estate plans.
Avid believer in working with a team of financial, tax, and insurance professionals to make your estate plan as efficient and effective as possible to accomplish your legacy goals.

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