I bring a focused background to Trailhead Planners as their back-office tax professional. I have more than 20 years’ experience in the Tax profession. I started out running my own retail tax business for nine years in Madison, WI before I began focusing on working with Financial Advisors and their clients. I focus on tax planning for individuals and families and love developing tax plans that help create clarity for clients as they work achieve their goals.  

I graduated from Michigan State University with a B.S. in Psychology and an MBA from the University of Sarasota.  I am an Enrolled Agent with the IRS, along with being a Registered Paraplanner and graduate from the College of Financial Planning.  

I currently live in Green Bay, WI with my husband Tim. We enjoy music festivals, camping and hiking. I also enjoy swimming, golfing and reading and of course IRS trainings!