I am a Financial Advisor that has been working in the industry since 2018.
WHAT MOTIVATED YOU TO BECOME A FINANCIAL ADVISOR?
I was an economics major in college and enjoyed the courses I took on the overall market and market trends. Courses like these intrigued me about the economy which eventually led to a career in the financial services industry.
WHAT DO YOU LOVE MOST ABOUT YOUR WORK?
I like meeting new clients, learning their goals and creating a plan. Each client’s situation and goals are unique and each one requires a fresh perspective. As a client’s goals evolve, plan adjustments can be realigned. No two days are ever the same.
WHAT HAS BEEN YOUR BIGGEST SUCCESS IN THE PAST YEAR?
After joining R&R I took my series 65 exam and passed on the first attempt. It was the first test I had taken in over 3 years, so I was excited to complete it.
HOW DO YOU HELP YOUR CUSTOMERS OVERCOME THEIR CHALLENGES?
Having a thorough discussion and answering the client’s questions is the best way to help them understand and work through challenges. Building a few scenarios and going through them with the client helps them understand their options and how to push through a challenging time.
EDUCATION & LICENSES
University of Wisconsin-Madison- Bachelor of Arts in Economics
FINRA Series 7, 63, 65
Wisconsin Health and Life Insurance Licenses