I’m a finance and business student at the University of Minnesota. I love being able to learn new things and apply those skills to real life situations. I love the idea of creating something from nothing and seeing it come to fruition. I love reading businesses grow and thrive. I love the feeling of accomplishment when I see something I worked hard on succeed.
I believe that if we are willing to put in the effort, there is no limit to what we can accomplish. We just have to be willing to try.
I am a finance and business professional with over 10 years experience in financial services. I graduated from University of Minnesota Carlson School of Management with a Bachelor of Science degree in Finance and Marketing. I have worked in various roles within the financial services industry including banking, insurance, and investment management. I currently work as a Senior Financial Advisor at Fidelity Investments.
I am passionate about helping individuals achieve their financial goals and dreams. I believe everyone deserves to succeed financially and should have access to the tools necessary to reach their goals. I strive to provide quality service and advice to clients while maintaining integrity and professionalism.
I have worked in both commercial banking and investment management. I have extensive knowledge of the various aspects of the financial services industry including risk management, compliance, regulatory issues, technology, sales and marketing, operations, and customer service.
I currently serve as the Chief Financial Officer for a small company based in St. Paul, Minnesota. We are a privately held company that provides software solutions to the insurance industry.
I graduated from the University of Wisconsin – Madison with a Bachelor of Science degree in Finance. I earned my MBA from the University of Chicago Booth School of Business.
I am married with three children. I enjoy spending time with my family, playing tennis, traveling, and attending sporting events.