Appleton-Oshkosh-Neenah Area
Associate Financial Advisor with a strong analytical foundation and a focus on fiduciary-centered wealth management. Currently part of Nicolet National Bank's Wealth Management Division. Proud to serve clients with holistic financial planning and collaborative decision-making in coordination with other professionals. Recent graduate of the University of Wisconsin-Madison, where I earned a dual B.A. in Economics and Information science. My academic and professional development has centered on the intersection of data analysis, financial regulation, and real‑world decision‑making—preparing me for roles that demand both technical rigor and practical judgment while adapting alongside Fintech and AI. I enjoy exploring information systems management and practices regarding the dissemination of information. I currently hold the SIE, Series 7, and Series 66 licenses and am dually registered as a Registered Representative and Investment Adviser Representative. I am actively completing the education required for the CFP® certification, with the goal of earning the designation in the near term while continuing to help clients achieve clarity, confidence, and sustainable financial outcomes. I love serving the Fox Valley Community and I am always looking to be more involved in financial literacy, leadership, and educational programs.
Supporting the wealth management division and working towards SIE, series 7, 66, as well as CFP/&CFA
Working with teams responsible for examining and supervising insured financial institutions, enforcing consumer protection laws, and resolving problem financial institutions.
Participate in “mock” company evaluations. Mainly researching and comparing starter companies and writing a evaluation sheet and term sheet for private investment to be judged by WIP members. Sit in on company meetings with new startups and speakers discussing the state of investment for Madison, Wi.
Day-to-day pricing and supply analysis and optimization, accompanied by various company improvement projects. As well as long term rebate analysis project, utilizing existing data to increase gross margin.