What motivated you to become a Financial Advisor? I enjoy helping people make sense of their finances and feel more confident about their future. Wealth planning gives me a way to guide clients through important life decisions an build a plan that truly supports their goals.
What are you most looking forward to in the year to come with your job?I look forward to gaining experience and building relationships with our clients.
How do you help your customers overcome their challenges? I help my clients overcome their challenges by really getting to know their goals and what is important to them. Provided dedicated service and thoughtful planning, I develop tailored approaches that bring clarity and confidence.
What do you love most about your work? I enjoy the everyday conversations I have with my clients and learning how I can continue to provide value for them.
Why did you wake up happy today? I am blessed with a loving family and great friends. I am happy that I work with such a great team and do a job that I love!
What are your favorite hobbies? My favorite hobbies are time spent on the golf course and traveling! I would like to golf at as many courses around the nation as possible.
Education and License
- University of Wisconsin-Whitewater – Bachelor of Business Administration in Marketing
- FINRA SIE, Series 7, 66
- Wisconsin Life and Health Insurance Licenses
- Certified Plan Fiduciary Advisor (CPFA)