Helping clients reach their financial and estate planning goals is my primary focus. I am responsible for asset management, which includes trading, rebalancing, cash management, annual account reviews, and investment research. These responsibilities allow me to ensure our clients' portfolios are optimized and aligned with their financial goals.
I graduated from the University of Minnesota-Duluth with a Bachelor’s degree in Finance and Financial Planning. My career began at a large investment firm as a client service associate, where I developed a passion for investments and financial planning.
In my free time, I enjoy golfing, playing cards, and spending quality time with friends and family. These activities provide a balance to my professional life and allow me to stay connected with the people who matter most.