• 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

    W248 N5233 Executive Drive
    Sussex WI, 53089
    Business Phone: