Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2011-present
- Life Insurance Specialist, National Life, 2010-2011
Education
- MBA, University of Wisconsin Eau Claire
- Bachelor of Arts, Purdue University
Personal interests and affiliations
- Knights of Columbus, Community Service Organization, Active Member
- Church of Saint Anne, Hamel, Active Parishioner
- Nonprofit Financial Group (Twin Cities), Active Member