Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
Series 7
Associate of Arts in Administrative Assistance, Southwest Wisconsin Technical College, 2004
Technical Diploma, Office Assistance, Southwest Wisconsin Technical College, 2002
Bachelor’s degree from Loras College, majoring in Finance with a minor in Financial Planning and Wealth Management
Notary Public
Bachelors degree in Social Work, University of Northern Iowa 1999
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