As a Paraplanner at Advanced Wealth Management Group, I assist in financial case design and meeting preparation for our clients. I am a graduate of the University of Wisconsin Eau-Claire with a degree in Business Administration, I hold my both Series 7 and Series 66 registrations.
Combined with extensive experience in both retail banking and wealth management, I aim to bring focused attention to each client's specific financial and life circumstances. I am passionate about serving Advanced Wealth Management Group’s great clientele.
Outside of work, I enjoy spending time with family and friends, as well as taking advantage of the warmer weather by being outdoors for walks and other activities.
Registered Administrative Assistant of Cetera Wealth Services, LLC.