I have been interested in finances since I was a teenager so it was an easy choice for me to progress into the financial planning industry.
After obtaining a bachelor's degree in finance and economics, I began my career in Chicago over 20 years ago. There, I helped individuals reach their investment goals as well as managed short-term cash for municipalities and corporations. Being raised in Eagle River, Wisconsin, I found I missed the Northwoods. Since moving back, I have certainly come to appreciate the natural beauty of the area, the friendly people, and the importance of having family close by.
At Financial Strategies Group, we distinguish ourselves from other people in the financial services industry who are primarily sales-oriented. Our clients see us first as counselors and second as investment providers. I enjoy helping individuals as well as business owners prioritize their needs and help them plan for their financial futures. I firmly believe that financial success rarely just falls into your lap: it comes through planning for it.
My registrations and licenses include:
CERTIFIED FINANCIAL PLANNERTM certification
Chartered Retirement Plan SpecialistSM designation
FINRA Series 7 registration (General Securities Representative)
FINRA Series 63 registration (Uniform Investment Advisors Law Examination)
Wisconsin life insurance license
Bachelor's degree in finance and economics from UW-Eau Claire