Why I do what I do
Why I do what I do
I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.
I serve members in…
Wisconsin and Texas.
I can help you plan for life using a variety of tools, including…
life insurance, annuities and mutual funds.
I enjoy working with…
families with members ages 25-45 and mature clients (age 50 and older). In addition, I enjoy working with small- to medium-sized businesses, due to my past experience as a Certified Public Accountant.
I attended…
Ferris State University in Big Rapids, Michigan, where I majored in accountancy.
I am very proud of…
the professional consistency I've shown during my career in business and the financial services industry.
Before Modern Woodmen, I…
worked in various positions using my Certified Public Accounting license.
I chose Modern Woodmen because…
of the organization's long history of service to the communities where we live, work and play.
The best part of my career is…
helping families and small-business owners plan and reach their financial goals.
A favorite moment in my career was when…
my members reached out to me after a loved one passed away and they knew they would be OK financially for years to come because of the plans we'd put in place.
