I joined Augustine Financial in March 2005 as a Financial Assistant, and by 2019, my dedication and work ethic led me to become our first female Financial Advisor. I thoroughly enjoy interacting with our clients whenever I can, and I have a knack for helping people understand their financial plans. Behind the scenes, I oversee all aspects of account management, including setup paperwork, facilitating money transfers, income streams, and accumulation plans.
I absolutely love that my role allows me to help people through all stages of wealth: accumulation, spending, and giving. Our clients truly feel like family to me, and providing them with the best service, just as I would for my own family, is incredibly important to me. As a registered advisor, I've accomplished quite a bit. I hold an associate’s degree in accounting, was named the 2013 Commonwealth Financial Network® Staff Person of the Year, an award that recognizes an administrative assistant's outstanding job performance, and obtained both my AIF® and CES designations in 2022. I'm particularly passionate about helping others, especially women, gain confidence and understanding of their financial plans.
My husband Steve and I live in Muskego, WI, just two houses away from my childhood home where my parents still reside. We are proud parents of three sons and have a grandson who keeps us feeling young! In my free time, I enjoy spending time with family and friends, riding with Steve on our Harley Davidson, or exploring the ATV/UTV trails on our side-by-side.
I originally applied for this job back in 2005 because "sense of humor" was listed in the job description. I love making people smile and laugh, and I truly believe that laughter is the best medicine – it's no joke! Working at Augustine Financial has been an incredible journey, and I am grateful for the opportunity to help our clients achieve their financial goals while sharing a few laughs along the way.