An undergraduate from UW Eau Claire in Finance and Information Systems. These concentrations have provided a strong foundation for a career in financial services. I have completed my Master of Science Degree in Personal Financial Planning and CFP®. I look forward to gain additional experience and ...more

An undergraduate from UW Eau Claire in Finance and Information Systems. These concentrations have provided a strong foundation for a career in financial services. I have completed my Master of Science Degree in Personal Financial Planning and CFP®. I look forward to gain additional experience and expertise in the wealth management industry with in-depth exposure to the holistic financial planning process.less