About Me
I have lived in the Green Bay area for my entire life and grew up in the small town of Denmark. I graduated from Denmark High School in 2020, and due to the pandemic, opted to stay close to home and attended UW-Green Bay. During college, I had the opportunity to work at PCM Credit Union, while also volunteering as a Peer Financial Coach as part of UW-Green Bay’s Personal Financial Planning Association. These experiences over the past three years opened my eyes and motivated me to pursue a career in financial planning after witnessing how many people struggle to live their best lives due to poor money management and an overall lack of a financial plan.
Education
I graduated from UW-Green Bay in May of 2023 with a Bachelor’s Degree in Business Administration with an emphasis in finance, and a minor in Personal Financial Planning. I am highly motivated to earn the CERTIFIED FINANCIAL PLANNER® designation.
Role on the Team
As a Financial Planning Assistant, I assist with rebalancing portfolios and preparing letters of recommendations for clients.
Outside of Work
I enjoy spending time with my friends and family whenever I have free time. Some of my favorite things to do outside of work include: spending time outdoors, golfing, traveling, going to concerts, and working out. As much as I enjoy summer, fall is probably my favorite time of the year due to the start of football season and hunting.