Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Bachelor's degree in organizational leadership & communication, UW-Eau Claire
BBA in Business Finance, Magna Cum Laude
Majored in business finance, minored in marketing, and earned a certificate in economics
Passed SIE, Series 7, & Series 66 exams
State of WI- Life, Accident & Health, &Variable Life/Variable Annuity Licenses
Accredited Portfolio Management Advisor, APMA®
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