I focus on the research and day-to-day decisions that go into managing our client portfolios. This includes analyzing investments, suggesting trades, and ensuring each portfolio stays aligned with its intended level of risk. I also help maintain client accounts and monitor portfolio performance.

I’ve always been someone who is organized, detail-oriented, and focused on doing things the right way. I take pride in my work and care deeply about how each portfolio performs.

What I like most about my job is building a new client’s portfolio from the ground up, monitoring their growth to meet client’s goals.

Outside of work, I enjoy reading and solo hiking along the Ice Age Trail throughout Wisconsin.