Personal

I believe in building lifelong relationships with my clients and that means getting to know me as well. I was born in Rochester, MN but have lived most of my life in Appleton, WI. I came over to La Crosse for college and have decided to plant my roots here. I have a twin sister and a mini Goldendoodle as siblings. I am a huge Packers fan and will try my best not to hold it against you if you cheer for another team, as long as it isn't the Vikings or Bears. A few passions of mine are cooking and being out in the woods, whether it be hunting, camping, or fishing. I am trying to improve my golf game, but it is a work in progress at the moment. 

A few destinations on my bucket list are to visit Alaska, Iceland, and New Zealand. Another goal of mine is to keep the family farm in our family. My grandpa's family moved to the farm in Rushford MN over 100 years ago and that is my favorite place to visit. My mom grew up on the farm and my uncle runs it now. I am determined to make sure the farm stays in the family one way or another. 

Professional

I earned my undergraduate degree from the University of Wisconsin La Crosse with majors in marketing and finance and minors in accounting and economics. I am currently enrolled in Viterbo University's MBA program with an accounting emphasis. I am series 7 licensed and will continue to pursue designations so that I may be most relevant to my clients. 

Here are my areas of expertise

I am very knowledgeable about the benefits and experiences of servicemembers. I served two years in the Wisconsin National Guard before I was medically discharged in 2019. I believe the military community is underserved and enjoy helping servicemembers and their families. 

I also have done a lot of work with those in the medical market. With clients ranging from LPN's to Physicians, I have worked across all areas of the medical world. I have a thorough understanding of common benefits and enjoy helping out those who dedicate their lives to helping others. 

Financial Planning

Retirement Planning & Income Strategies

Investment Planning & Strategies

Business Planning & Succession

Insurance Protection Strategies

Life Insurance Strategies

Tax-Efficient Strategies

Estate Planning