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Passed Series 7 & Series 66 exams
Public Notary
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
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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