- Wealth Management Advisor at Baker Tilly Virchow Krause, LLP
- Financial Analyst/Risk Manager at Allstate Insurance
- CFP® professional
- Money Coach, Make A Difference WI
- Board of Directors/Member Executive Finance and Investment Committee, Wisconsin United Methodist Foundation
- Former Chapter President, Financial Planning Association
Illinois State University
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.