About Me

I was born and raised in Greenfield, Wisconsin, which is a suburb of Milwaukee. I was active in multiple sports growing up and became solely focused on swimming in high school, which lead me to become a collegiate swimmer at Ripon College. I was very excited to accept a position with Financial Planning prior to graduating college. I have enjoyed learning and growing with the team at Financial Planning and I look forward to continuing to build relationships with our clients. My husband and I currently reside in Seymour with our two dogs.

Education

I graduated from Ripon College in 2021 with Bachelor of Arts degrees in finance and economics. I recently passed the CERTIFIED FINANCIAL PLANNER^® exam and I am currently working on completing my experience hours prior to officially receiving the certification. I am also starting a Master's of Science degree program in Personal Financial Planning. I am a member of the Financial Planning Association (FPA) of Wisconsin.

Role on the Team

As a financial planning assistant, I generate reports, rebalance portfolios and compose letters of recommendations for our clients. I assist the advisors in client meetings by organizing and preparing for the meeting, taking notes during the meeting and doing any follow up after the meeting. I also assist the advisors in making investment decisions each quarter.

Outside of Work

My husband and are avid sports fans and enjoy cheering on Wisconsin sports teams. We love the outdoors and enjoy camping, fishing and going on walks with our dogs. I often travel back home to the Milwaukee area to spend time with family and friends. In my free time I enjoy working out, doing home projects and playing Monopoly.