OVERVIEW
My road into the world of finance has been a unique journey and one that has equipped me to both navigate its complexities and help my clients with the myriad of their needs. I seek not only to fully address clients’ unique financial situations, but to do so in a way that is empathetic, understanding, and educational: No question is too big or small, and I take pride in being the “go-to” person for all of my clients’ financial queries.
Prior to my time at Benjamin F. Edwards, I enjoyed a full-time career as a professional touring and recording musician traversing the country, spanning over 15 years from my time in college at the University of Wisconsin-Madison until the early 2020s. Being self-employed from early adulthood, I began to quickly learn what it took to run a small business and, most importantly, how to invest and plan for the future. My passion for personal finance began at age 20 upon opening my first brokerage account, and just like compound interest, it has grown substantially over the years.
A native of Madison, I am thrilled to be in a position to help family, friends and anyone who wishes to work with a true “financial ally”. I look forward to embarking upon this journey with you: to help you be the best you can be, provide education, empathy and insight and help achieve financial freedom and peace of mind.
Let’s get to work!