As a Client Services Associate with Wealth Management at UW Credit Union, I support our advisors in delivering exceptional financial service to our members. With more than ten years of experience in the financial services industry, I bring a strong foundation of knowledge and a commitment to helping clients pursue their goals. Before joining UW Credit Union, I worked as a Senior Treasury Analyst at REV Group Inc., where I developed a deep understanding of financial operations and analysis.
What motivates me most is playing a role in helping clients feel confident about their financial future. I take pride in creating a smooth, positive experience, whether I’m preparing materials for a client meeting or assisting a member who calls in with questions. The people I work with, and the culture of our organization make it easy to bring my best every day.
I now live in Wales, Wisconsin, with my wife, Kassi. We’ve been together for more than 15 years, and she’s been my biggest source of support throughout my career and life. We have two daughters, a three‑year‑old and a one‑year‑old, who keep us busy and bring endless joy to our home. Watching our daughters grow and reach new milestones has been incredibly rewarding, and I’m excited for all the adventures ahead as they get older.
Outside of work, I love staying active. Golf is top of the list, but I also enjoy playing soccer, basketball, and softball.
As both a dedicated family man and a committed professional, I strive to provide exceptional service to our clients while building a meaningful, fulfilling life with my family.