Business Processing Specialist
I aid in helping our clients pursue their objectives as one of the Business Processing Specialists at Advanced Wealth Management Group. I do this by processing new and ongoing business administration of our clients’ behalf. I hold my Series 6 and SIE securities registrations and am a graduate of the University of Wisconsin-Madison.
Outside of the office, I am an avid traveler. Most recently, I have traveled to 15 different countries and plan to continue that trend by checking more off my ever-growing bucket list. When I am not traveling, you will find me playing kickball, bouldering, crocheting, practicing my German, or spending time with friends and family.