As a Financial Consultant with Wealth Management at UW Credit Union, I am passionate about helping individuals and families build confidence in their financial futures. With more than eight years of experience in the financial services industry and a degree from the University of Wisconsin-Madison, I am dedicated to developing meaningful relationships and providing personalized guidance that aligns with each client's unique goals and values.
I believe financial planning is about more than investments and numbers. It is about understanding what matters most to individuals and helping them create a path toward the life they envision. Whether clients are preparing for retirement, building wealth, navigating major life transitions, or pursuing financial independence, I strive to be a trusted partner throughout their journey.
What I enjoy most about my work is getting to know people, learning their stories, and helping them make informed financial decisions with confidence. I am committed to providing thoughtful advice, ongoing support, and a personalized experience that empowers clients to focus on what matters most in their lives.
Originally from Southern California, I now call Madison, Wisconsin home. Outside of work, I enjoy spending time fishing, golfing, and playing pickleball. I'm also a passionate supporter of Wisconsin sports teams, including the Badgers, Green Bay Packers, and Milwaukee Brewers. These activities provide a well-rounded balance to my life, complementing my dedication to empowering individuals on their financial journeys