With over two decades of experience in the financial services industry, I bring a well-rounded and client-centered approach to my role as a Wealth Advisor at Mueller Wealth. My background spans mortgage services, business management, personal banking, tax preparation, and accounting, which gives me a broad foundation to understand the diverse needs of my clients.
Prior to joining Mueller, I managed client investment portfolios and prepared personal taxes at a small firm. I also spent 11 years as a personal banker, where I partnered with clients to open accounts and navigate the loan process. This experience helped me develop a deep understanding of personal finance and of the importance of building long-term financial relationships.
I collaborate closely with clients to help them pursue their financial goals by aiming to maximize investment returns, manage risk, and minimize tax impact — an area where I leverage my extensive tax experience. I believe that investments and taxes go hand-in-hand, and I enjoy creating tailored portfolios that align with each client’s lifestyle and objectives. My investment strategy integrates both fundamental and technical analysis to make informed and balanced decisions.
Originally from Chicago, IL, I’ve been married to my husband, Brian, for 35 years. We’re proud parents of three wonderful daughters. In 2024, we rescued the sweetest dog and her name is Molly. I’m a lifelong Chicago Cubs fan and love catching games when I can. Outside of work, I enjoy reading and exploring fiber arts like sewing, knitting, and crocheting. Most of all, I treasure spending quality time with my family.