I am a recent graduate of Loras College in Dubuque, Iowa, where I received my bachelor’s degree in Finance. I quickly gained interest in the analytical side of Finance through my studies, but also knew I wanted to work directly with others. I want to use my strengths and experience to help others, which led me to pursue a career in financial advising.
In my role as a Paraplanner, I have seen how complex your financial holdings can be. My role is to assist you with our new eMoney Financial Planning software so you can see your full financial picture in one place. You may also see me in your client meetings, taking notes and following up on tasks that need to be completed in your accounts.
I am originally from Ann Arbor. In my free time, I enjoy traveling, fitness, and spending time with friends and family.