MY FINANCIAL SERVICES CAREER BEGAN IN 2020
With a lifelong passion for helping people and a strong interest in personal finance, I found my calling in financial planning. I earned my degree in Financial Planning with a minor in Entrepreneurship from the University of Wisconsin–Madison, where I also gained two years of hands-on experience through an internship at an investment firm in Madison.
These experiences laid the foundation to start my career as a Financial Planning Analyst at a Wealth Management firm in Minneapolis. There, I deepened my understanding of comprehensive financial planning and saw firsthand the positive impact it can have on clients’ lives.
During this time, I also earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, further solidifying my commitment to providing quality, holistic financial advice.
MY PRIVATE VISTA
My Private Vista starts with staying active and spending time with the people I care about. I’m happiest when I’m outside & staying active - whether I’m golfing, going for a walk, or trying a new workout class with my girlfriend. I also enjoy trying new food, traveling, and participating in activities that push me out of my comfort zone.
Family is a huge part of my life, and spending quality time with them - whether it’s a weekend visit, A family vacation, or supporting Wisconsin sport teams together - Family time is something I deeply value. Looking ahead, my Private Vista includes continuing to build a life filled with meaningful relationships, staying active, and always making space for new experiences (and great food!).
EDUCATION
Bachelor’s degree in financial planning, University of Wisconsin