Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
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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®
4 years’ experience in financial services
Public Notary
7 Years' experience in financial services and 10 years’ experience in insurance
BA In Psychology
Licensed in Property, Casualty & Life Insurance
Bachelor's degree in organizational leadership & communication, UW-Eau Claire
Bachelor of Business Administration – Finance
Bachelor of Business Administration – Management
Series 7
3 Years' experience in financial services
Series 6
Series 63
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