My interest in financial planning has always felt personal to me. Even at a young age, I understood how much of a difference it could make in someone’s life. When my grandmother decided to sell my grandfather’s company, I saw firsthand how important her financial planner was during that time. Watching someone guide her through such a big decision showed me the kind of impact I hope to have for other families. What excites me most is the opportunity to help people feel more confident about their financial future. I enjoy taking something that can feel overwhelming and making it easier to understand. My goal is to build strong relationships and be someone people can trust and rely on over time.
On the personal side:
Outside of school, I enjoy spending time with my family, especially out on the water when we can. I also like relaxing and playing games like cornhole. Staying active is important to me, whether that is pickleball, soccer, hiking, or trying something new. I also enjoy volunteering and mentoring, and I value staying connected with the people closest to me.
Education, Licenses and Financial Services Activities:
- Bachelor of Science in Finance – University of Minnesota (Expected December 2026)
- Member of the Financial Planning Association
Designations:
- Financial Paraplanner Qualified Professional™ (FPQP®)
