Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science in Finance and Economics
  • UW-Green Bay, WI 2004-2009
  • Masters in Business Administration
  • Lakeland University, WI 2016-2018

Awards & recognition

  • Holewinski & Associates, Ameriprise Client Experience Award, 2020-2023

Community participation

I volunteer to raise funds for STING Cancer.I am hands on at my local church helping those in need for financial assistance.

Interests

A few of my favorite things:

  • Favorite restaurants (for dinner): Plae Bistro
  • Favorite sports: Motocross, golf, football(soccer)
  • Favorite movie types: Kung Fu