As a member of the Case Design Team, I also work as a Wealth Coach. I assist the team with thorough analysis of our clients’ situation and provide recommendations to help fulfill their mission in life by meeting their objectives.
An alum of Augustana College in Illinois, I previously worked in the financial services industry as a financial advisor for a large national corporation. Licensed in securities covering 6, 7, 63, and 65 registrations, I am also licensed and skilled in various insurance specialties including Life, Health, Disability, and Long-term Health Care.
Outside the office, I enjoy fishing, hunting and enjoying time on the lake with my friends and family.