- Principal/Managing Director/Senior Wealth Advisor at Baker Tilly Investment Advisors, LP
- Personal Banker/Investment Advisor at Bank One
- CFP® professional
- Member, Financial Planning Association
- Member, TEMPO Madison
University of Wisconsin-La Crosse
BS, Business Administration
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.