Advisor profile

My Approach

At Kuttin Wealth Management, we are here to guide you through all phases of wealth – Accumulation, Distribution and Transfer.

If you are like many of our clients, you see your goals and your future as a series of pictures or images. Those pictures tend to change as you move through each stage of life. We see your future as a series of puzzles. At each stage, the framework is the same, but the number and complexity of the pieces change as you get older, and your wealth grows. Our team strives to help you have the right pieces in the right places at the right times. That is what financial planning is all about.

The beauty of our process is that it ensures we never lose sight of the two essential elements to helping you achieve financial independence. These two elements are what matters and what you can control. For the majority of our clients, the things that matter include: Family, Occupation, Recreation (bucket lists) and Money. The first three are WHY you do what you do and the last (Money) is simply the how.

If you are serious about your future, open and receptive to advice, have good disciplines in place and you are in a position to take action, our team would love to be a part of your financial planning journey!

7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management
  • Family Finances

Education

  • Bachelor Degree, Finance, University of Wisconsin-Green Bay, Green Bay, WI

Previous experience

  • Cost Accountant, Lake Shore Systems Inc., 2017-2018
  • Program Financial Analyst, Fincantieri Marinette Marine, 2014-2017
  • Associate Buyer, Fincantieri Marinette Marine, 2014-2015

Community participation

I always enjoy giving back to the community and participate at the following organizations:

Interests

Raised in the beautiful Upper Peninsula of Michigan, I love the seasons and all that it offers.

Spring: Is for cleanup, getting a fresh start to the new year and preparing for the best summer yet

Summer: Bonfires, swimming, camping, fishing

Fall: Hunting, cozy sweatshirts, splitting firewood and preparing for winter

Winter: Skiing, ice-fishing, relaxing by the fire and taking time to unwind with a cup of tea

I enjoy doing all of this with my husband, Tyler and our two fur babies, Jordy and Merlot!

Otherwise, you can find me curled up with a good book or listening to one of my favorite podcasts

My photos

5 albums
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