About Me
My personal ambition is to positively influence every Summit Credit Union member I work with. My goal is to inspire you to define, develop and achieve your personal, professional and financial goals and dreams. I’ll take the time to get to know you and your preferences, and listen to your goals and vision for the future. This allows me to help you anticipate and prepare for whatever life brings, so you’re financially prepared. By learning some smart financial solutions, you’ll be able to reduce your financial stress and accomplish the things most important to you in life
I’m a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I’m also a licensed representative of CMFG Life Insurance Company.
My Education
B.A., Finance, University of Wisconsin – La Crosse, 2006
B.A., Marketing, University of Wisconsin – La Crosse, 2006
B.A., Accounting, University of Wisconsin – La Crosse, 2006
Earned CRPC® (Chartered Retirement Plan Counselor) designation, 2013