• Serving Sussex, Lannon and Lisbon in Waukesha County
  • Category: Financial Institutions

    I am a Financial Advisor with Forward Financial Group. My role within the group is focused on portfolio management and financial planning.

    I have been in the industry since March of 2014 and joined Forward Financial Group in June of 2019. Before becoming a Financial Advisor, I earned a Bachelor of Science in Business Administration from Wisconsin Lutheran College (WLC), with a double emphasis in Finance and Accounting. At WLC I served as Vice President of Student Senate and was one of the founders of the Warrior Investment Club. My education was an important foundation in building the knowledge I use to serve my clients.

    I work with individuals, families, and small businesses to assist them in pursuing their financial goals. I strongly believe in pursuing each individual’s financial goals through financial planning. I work with my clients to develop a financial plan by reviewing their individual needs, goals, and challenges to find strategies and opportunities to help them pursue success. I also work with clients to set up investment portfolios that reflect both their tolerance for risk as well as the time horizon for their goals. I then works to make sure that both the investment and financial plans stay up to date as we work towards and through retirement

    Location:
    W248 N5233 Executive Drive
    Sussex WI, 53089
    Business Phone:
    262-444-5401