I am a Wealth Advisor at Wealth Management at UW Credit Union, where my primary focus is meeting with members and clients to guide them towards financial success. Specializing in harmonizing all facets of a family's financial landscape, I delve into retirement, social security, insurance, taxes, estate planning, and long-term care strategies.
I have worked in the financial services industry since 2003 and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2018. My journey began at the University of Wisconsin at Madison, setting the foundation for a career dedicated to work toward enhancing clients' financial well-being.
Seeing the contentment on clients' faces when aligning financial resources with their specific goals within individual or family plans brings me immense joy. I firmly believe that the most significant value I can offer our clients is a profound sense of confidence regarding their financial security, serving as a valued advisor.
My personal life is enriched by my marriage to Amy since 2003, and our three active boys who infuse our lives with excitement and happiness. Beyond the office, I find fulfillment in community service through our local church and food pantries, emphasizing the importance of contributing to the well-being of the communities we call home. In my leisure time, I relish two contrasting lifestyles: engaging in active pursuits with friends and family to stay energized physically, mentally, and spiritually, while also finding solace in moments of solitude, whether immersed in nature, engrossed in a book, or reflecting on personal thoughts.