Our Qualifications

Kay brings a wealth of knowledge and experience by serving southern Wisconsin and northern Illinois area for the past 25 years.  She has extensive personal and professional experience.

She holds the designation of LUTCF and is a qualified registered representative able to sell a variety of investment and insurance products.

She is dedicated to developing lasting relationships with all  clients, and believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Kay is her  ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more secure financial future.

Kay looks forward to using her experience to help you pursue your financial goals.