Address:
302 N Midvale Blvd
Madison, WI 53705
Serving the Madison, Wisconsin Region
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
- Over 30 years of financial services industry experience
- Joined Old National Investments in 2010
Education
• DePaul University
I have served Old National Investments clients in the Madison area since 2010, which includes the Capitol Square, Hilldale, and West Towne areas. Having been in the financial industry for more than three decades, my experiences include working in Chicago at the Chicago Board of Trade and in New York at the World Financial Center. I also attended DePaul University. My husband and I have been married since 2004 and we have one son, Rowen.
For a partnership focused on helping you pursue your financial goals while strivingto exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Wealth Sales Assistant, Kim Barfknecht at (608) 237-9728 or Kim.Barfknecht@onbinvestments.com.