Financial Advisor, CFP®
I have been investing in my clients since 1995. I work to build open, caring relationships, based on trust and respect and a true desire to do the right thing and put my clients first. At IPI, we value our clients for their relationship, not for their account size and we believe that financial planning is a process, so we start ours with a cup of coffee, a conversation and a yellow pad.
Certified Financial Planner ™, Series 66, 7 Securities Licenses’ Life, Health and Long-Term Care Insurance License
Financial Advisor with Investment Planners, 2006 to present
BA from the University of Wisconsin – Eau Claire; CFP® Designation from the College for Financial Planning, 2016
Community and Professional Affiliations
Usher Coordinator/Worship Committee at Our Saviors Lutheran Church, Neenah, WI, 2007 – present
PTO President for Hoover Elementary, 2009-2013