About Me

I was born and raised in the small town of Kaukauna, Wisconsin but currently live in Appleton, Wisconsin with my two cats, Hickory and Apollo. I am very close with my family and like to spend a lot of my free time with them. I started at FPIS doing a tax internship in 2020. I came back as a seasonal preparer in 2021 and was told about an open position with the company so I applied and haven’t looked back since.

Education

I graduated from Fox Valley Technical College in 2018 with an associate's degree in accounting. I then studied online at Rasmussen College where I completed my bachelor’s degree in accounting in 2020.

Role on the Team

As a Client Relations Specialist, my main role is to greet clients and answer the phones. Along with this, I also aid in the portfolio updating process by preparing reports and contacting clients to get up-to-date financial data. Another role that I have in the practice is making sure that client information is current and accurate and that files are in good order so that the advisors have the proper information. During the tax season, I prepare tax returns for clients.

Outside of Work

When I am not at work, I like to spend time with family and friends. When the weather allows, I like to go hiking, fishing, and camping. I also enjoy playing cribbage and watching tv shows and movies with my boyfriend in my spare time.