As a Financial Advisor with Advanced Wealth Management Group, I work closely with clients, specializing in wealth coaching, legacy planning, and wealth management for them. I also help collect and prepare information for client reviews.
An alum of Augustana College in Illinois, I previously worked in the financial services industry as a financial advisor for a large national corporation. Holds the 6, 7, 63, and 65 securities 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.