About Me
Aside from being away for a few years during college, I have lived in the Appleton-Green Bay area for my entire life. My wife’s family is all from the area as well, so together we are 100% Wisconsin. After graduating in 2014 I worked in post-closing for Associated Bank’s mortgage department for two years until I was hired on with Financial Planning. My wife and I currently live in De Pere with our dog, Tucker, and our cat, Apollo.
Education
Previously attending UW – Fox Valley for general education credits for a couple years before transferring, I graduated from UW – Eau Claire in 2014 with a Bachelor of Science in mathematics. I am always learning, however, and have learned to code in VBA to develop Microsoft Excel macros to assist in our work process. I am also currently attending NWTC and working toward an associate’s degree in software development.
Role on the Team
My goal is to make sure all of our processes are running efficiently and smoothly, helping ensure a seamless experience for our clients. This is achieved by delving into each facet of our operation, discovering improvements, and implementing solutions — some of which involve programs I have developed. Ultimately, I hope to leave no stone unturned and make my mark on every branch of our business. I also assist our compliance department by completing tasks and providing data that is reported to regulatory firms, and our rebalancing team by providing backup; making trade recommendations and rebalancing our clients’ portfolios if the need arises.
Outside of Work
My wife and I love traveling and try to take a big road trip yearly, although in between these, we often enjoy going to Chicago or Minneapolis to visit friends and family. In the summer we like spending as much time outside as we can, whether this includes camping, hiking, or simply taking our dog to the dog park. We are both huge Packers fans and will always watch the games, although I am more of an avid football fan and usually end up watching football for the whole day. I also enjoy playing guitar, piano or kicking back with a movie or video game.
