Why I do what I do
Why I do what I do
I'm so blessed to help people achieve peace of mind. Whether it's protecting their families, planning for retirement or helping a small-business owner plan for the future, I feel good knowing I've made a positive impact in the lives of others through the work I do.
I serve members in…
the greater Milwaukee area, Waukesha County, Washington County and throughout areas of Wisconsin, Illinois, Florida, Minnesota and Arizona.
I can help you plan for life using a variety of tools, including…
life insurance, annuities and mutual funds.
I enjoy working with…
self-employed individuals, small-business owners, families and individuals approaching retirement.
I attended…
the University of Wisconsin-Madison and the University of Wisconsin-Milwaukee. I earned my bachelor's degree in economics and a certificate in general business.
I am very proud of…
recently attending the Million Dollar Round Table conference in Florida and serving as president for the Wisconsin Chapter of Fraternal Insurance Counselors.
Before Modern Woodmen, I…
was a regional sales manager for a local packaging company. I traveled throughout the United States and worked with small-business owners in various industries.
I chose Modern Woodmen because…
my career not only allows me to assist my members in achieving their financial goals, but I can also spend time supporting important organizations and causes in my community.
The best part of my career is…
developing so many friendships with my members and their families.
A favorite moment in my career was when…
I helped a member transition into retirement earlier than expected. She worked extremely hard to create a strong financial foundation and, with my assistance, a comfortable retirement fund. I'm looking forward to hearing stories about her travels, new hobbies and fulfilling future.
Also…
More recently, I felt the direct impact that planning can have on a family. The knowledge I've acquired over the last 10 years at Modern Woodmen allowed me to help my own family through some tough situations. I love being a resource and helping people connect with others to get what they need.