Overview
Investment portfolio management, personal financial planning, business succesion/transition planning, estate planning.
Education
Certified Private Wealth Advisor® certificant
Certified Financial Planner® professional
University of Wisconsin- Eau Claire, Business Finance
Yale School of Management - CPWA online program
In the community
Eau Claire Community Foundation - Investment Committee member
American Red Cross- past board member
Eau Claire Chamber of Commerce- professional education committee member
Junior Achievement