I am a dedicated finance professional with a passion for helping clients achieve their financial goals through informed, strategic solutions. Currently, I serve as a Branch Associate at Holl Financial, where I work closely with advisors to ensure seamless client communications, timely market updates, and operational efficiency. My role is not just about supporting transactions—it’s about building trust and laying the foundation for long-term financial success. I am actively preparing for the Series 7 license, a key milestone in my journey toward becoming a licensed financial advisor.
My career path reflects a strong commitment to both technical expertise and client service. At Nicolet National Bank, I gained hands-on experience in loan servicing, mortgage processing, and personal banking, developing a deep understanding of escrow management, regulatory compliance, and tailored financial solutions. These experiences taught me the importance of precision, transparency, and empathy in every client interaction.
Academically, I hold a Bachelor of Business Administration in Finance from St. Norbert College, with an emphasis in Banking and Finance and a minor in English. This combination of financial acumen and communication skills allows me to translate complex concepts into clear, actionable advice for clients.
Before entering the financial sector, I proudly served in the U.S. Army, where I learned the values of leadership, discipline, and adaptability. These qualities continue to guide my professional approach—whether it’s managing high-stakes decisions or navigating dynamic market conditions.
Outside of work, I call Green Bay, Wisconsin home. I’m an avid outdoorsman who finds peace and challenge in nature. Whether I’m fishing for salmon on the Great Lakes, waiting for ducks in a marsh, or tracking a trophy buck, the outdoors is where I recharge and reconnect. I also enjoy traveling abroad, golfing, and exploring local bistros and cafes, always seeking new experiences and perspectives.
At the heart of everything I do—professionally and personally—is a commitment to growth, integrity, and service. My goal is to continue building a career where I can make a meaningful impact on clients’ lives while pursuing excellence in the financial industry.
