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 your financial plan, the greater impact your wealth can have. Whether that means retiring early, leaving assets to future generations, or supporting ethical business ventures—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.
I began the Evolution Financial advisory practice in Madison in 2017 after over a decade at an investment management firm that focused on tax efficient investment strategies. It was during my almost 12 years there that I honed my financial planning expertise and discovered how much I love helping clients reach their financial goals and strive for their dreams.
From the beginning, Evolution Financial has been locally-minded and values-based. My specialty is in helping people who view their wealth as a tool to improve their lives and others’.
Community is important to me. I am the President 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, and Porchlight.
Before discovering my passion for helping people financially plan for a brighter and less complicated future, I experienced valuable learning opportunities (some people call those “mistakes”) that honed my empathy and broadened my view of the world. 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.