CFA®, CFP® – Financial Advisor in Wisconsin
- WI Life and Health
- Series 7, 6, 2, 63, 66 and 65*
*Held at LPL Financial
- University of California San Diego, BA in Economics
- San Diego State University, MBA in Finance
My past experience has always taught me that the most important role I provide is doing the right thing for the client. I have been working in the financial services industry for 10 years, beginning with a position as a portfolio manager. After that, I spent 4 years as a financial advisor for Chase Bank in West Bend. In 2012, I made the decision to become an independent financial advisor.
I was drawn to the independence of running my own business, and in guiding and teaching people how to manage their finances and pursue their retirement goals. I am able to offer my clients valuable advice and a variety of investment options that best suit their needs. I love that I can help people manage their wealth and protect it by advising them on investment strategies and retirement planning.
I am a Certified Financial Planner (CFP®) and believe strongly in professional development and staying current with industry trends, so I attend conferences and seminars on a regular basis. In my free time, I am an avid reader and enjoy learning about economics and politics.