I believe good financial advice starts with understanding what's most important to each client. No two people have the same goals, concerns, or definition of success, which is why I value building relationships and creating personalized strategies that reflect each client's unique situation. No matter where someone is in their financial journey, there is always an opportunity to build knowledge, make informed decisions, and work toward a stronger financial future.
Since joining UW Credit Union in 2021, I have had the opportunity to gain valuable experience across many areas of financial planning and wealth management. My educational background includes a bachelor's degree in Finance and an associate's degree in Business Management from the University of Wisconsin-Whitewater and Madison College. I also hold the Series 7 and Series 66 securities registrations through LPL Financial, as well as Life and Health Insurance licenses.
Driven by a passion for continuous learning, I find fulfillment in helping clients pursue their financial goals. My experiences across a variety of industries have given me a firsthand appreciation for the impact financial wellness can have on every aspect of life. I strive to combine technical knowledge with empathy and understanding, meeting clients where they are and helping them navigate their financial journey with confidence.
A lifelong Madison resident, I share my home with my partner and our pets. In my free time, I enjoy staying active through hiking, running, ultimate frisbee, volleyball and hot yoga. I also never miss an opportunity to travel and explore a new place or different culture. These experiences help me stay grounded, curious, and connected to the things that matter most.