As a Client Services Associate at Wealth Management at UW Credit Union, I bring a background in finance and a heart for helping people feel seen, supported, and confident on their financial journey. I recently graduated from the University of Wisconsin-Whitewater with a double major in Finance and Business Management, with an emphasis in Organization and Leadership Development. With three years of experience in the financial services industry, I’ve learned the value of building relationships that go beyond the numbers.
I’m driven by the opportunity to be part of each client's financial success story and take pride in supporting our advisors as they guide clients toward their goals. My role allows me to contribute meaningfully to the client experience by ensuring that every interaction is handled with care and attention to detail. I find fulfillment in being part of a team that helps people make informed decisions and feel more confident about their financial future.
I currently live in my hometown of Beloit, Wisconsin. I am one of five and am very blessed to have siblings that double as my best friends. My family and friends are my biggest support system and have played an integral part in where I am today. In my free time I enjoy doing puzzles, cheering on the Brewers, and airplane watching, but nothing beats spending quality time with my loved ones!