as a certified financial planner in March of 2012 after 10 years of working as a certified public accountant. Although I loved accounting, I realized that my true passion - helping individuals and families - was hindered by lack of the ability to develop close client relationships. As an individual who thrives on helping others, I decided I needed to pursue a different career. At this point, I chose to become a certified financial planner, and began my career as a financial advisor. I was drawn to Baird not only because they have consistently appeared on the Fortune 100 Best Places to Work For list, but because of they have a unique culture, are employee-owned and we both share a strong value for giving back to our community. In my current position as a financial advisor with Baird, my relationships with my clients and their families are at the very heart of my business process, as I provide customized solutions to their complex issues, attentive personal services, and true accountability. When I am not helping my clients achieve their goals, I am cheering on those of my home team the Green Bay Packers. Aside from being a huge Packer fan, I am also an avid cyclist, runner, and lover of yoga and my dog chip. You also may find me often on the golf course due to marrying into a huge golfing family. I have yet to find the love of golf that my husband and daughter share, but I try my best! If you'd like to learn more about how my services can help you or your family, please reach out via email ([email protected])
