Wealth Management Assistant
What are you most looking forward to in the year to come with your job? I look forward to gaining experience and completing my exams to become a Financial Advisor.
What are your favorite hobbies? My favorite hobbies are spending time on the golf course and traveling! I would like to golf at as many courses around the nation as possible.
What do you love most about your work? I enjoy meeting with clients and learning how I can make each day better for them.
What has been your biggest success in the past year? Graduating from UW-Whitewater in May with a Bachelor’s Degree in Marketing.
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!