Finances are a highly personal topic. How you manage your money and where you invest it should reflect your goals and values.
You deserve to choose what your wealth supports. The sooner you begin planning, the greater impact your wealth can have. Whether that means retiring early, leaving assets to future generations, or supporting the life you truly desire—that choice is yours to make.
As the founder of Evolution Financial, I am committed to helping you discover your goals and focus your investments accordingly. I provide fee-only comprehensive financial planning and investment management for people of all backgrounds. I am also a fiduciary, which means I’m legally bound to act in your best interests at all times.
Over the course of my nearly 20 years in this industry, I’ve continued to discover just how much I love helping clients reach their financial goals and strive for their dreams. I founded Evolution Financial in Madison in 2017 in order to give me the freedom to give my clients the experience I knew they deserved.
As we go through the many evolutions in our lives, we encounter so many points of transition. My specialty is in helping people through those transitions that might involve a sudden transfer of money, such as the loss of a loved one, or a divorce. We work together to discover what your new normal can be, and how you can use your wealth as a tool to improve your life and those of others.
Community is important to me. I am on the board of the Northside Business Association, and was also on the Finance Committee for the North/Eastside Senior Coalition (NESCO). I’m also a member of OPEN (Out Professional Engagement Network).
I donate a portion of my revenue to charity every year, as voted by my clients. Past charity options have included: River Food Pantry, Fund for Women, League of Women Voters, Alliance for the Great Lakes, and Porchlight.
I graduated from the UW-Madison with a B.S. in psychology, and was a member of the UW-Madison marching band (trombone).
My husband, Nathan, and I live on the north side of Madison with our two Border Collie mix dogs, Dracena (Puppers) and Harley Quinn, as well as our chickens. As a landscaper, Nathan has transformed our yard to be welcoming to pollinators such as bees and butterflies.
Evolution Financial LLC is located in Madison, WI and works with people nationwide.