I specialize in providing comprehensive and holistic wealth management services to family offices and high-net-worth individuals and families. As my clients’ personal CFO, I provide independent, objective financial guidance to help them build, protect, and preserve their wealth and legacy. My focus areas include portfolio construction and investment management, financial independence and liquidity event planning, philanthropic planning, wealth transfer, and family education.
I graduated from the University of Wisconsin-Madison with a B.S. in personal finance and a certificate in business. Prior to joining the firm in 2017, I spent four years with a CPA-based registered investment advisor (RIA) in Minnesota and Wisconsin.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
