As a dedicated Client Services Associate at Wealth Management at UW Credit Union, I serve as the crucial first point of contact for clients, managing inbound leads, and supporting advisors in managing their portfolios. Having joined the financial services industry in 2021, my journey in finance has been enriched by obtaining the Series 7 and Series 66 securities licenses through LPL Financial, coupled with a solid educational foundation. I hold a bachelor's degree in finance and an associate's degree in business management from Madison College and the University of Wisconsin at Whitewater.
Driven by a passion for continuous learning, I find fulfillment in assisting clients in pursuing their diverse financial objectives. I firmly believe that my extensive life experiences across various career domains enable me to understand firsthand the profound impact that financial wellness has on individuals' lives. In both my professional and personal pursuits, my ultimate goal remains the same: to leverage my expertise and empathy to guide clients on their financial journeys, empowering them to work toward achieving each and every one of their financial aspirations.
Residing in my hometown of Madison, Wisconsin, with my partner and our two beloved dogs, I find solace in exploring the outdoors and staying active. Whether it's traveling, hiking, camping, backpacking, running, or indulging in hot yoga, I prioritize activities that rejuvenate my spirit and energize me for the challenges of each day.