Experience

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  Thrivent financial bank

  Aug 2006 - Aug 2010

  Personal banker 3

  It was a natural progression to move from a position that I loved into a position with even more potential within a company that I love working for.

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  Thrivent financial for lutherans

  Aug 2010 - Mar 2014

  Financial associate
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  Board of trustees, wisconsin maritime museum

  Jan 2012 - Jan 2013

  Vice president

  Accredited by the AAM and a Smithsonian Affiliate right on the shores of Lake Michigan in Manitowoc WI, The Wisconsin Maritime Museum provides world class programs to students from around the midwest provided by licensed teachers on staff as well as some of the finest collections depicting Great Lakes Maritime. And we can never forget the jewel of our museum, the Cobia. The most fully restored World War II submarine in the world.

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  J.p.morgan chase bank n.a.

  Apr 2014 - Sept 2020

  Private client banker
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  J.p. morgan chase bank, n.a.

  Apr 2014 - Oct 2020

  • Relationship Banker

    Nov 2017 - Oct 2020

  • Relationship Banker

    Apr 2014 - Nov 2017
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  Financial services

  Apr 2014 - now

  • Financial Services Professional

    Jan 2006 - now

  • Financial Services Professional

    Jan 2006 - now

  • Financial Services Professional

    Apr 2014 - Oct 2020
• 

  Morgan stanley

  Nov 2020 - Sept 2021

  Financial advisor
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  Raymond james financial services

  Sept 2021 - now

  Associate

  Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Waller & Wax Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Waller & Wax Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

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  Waller & wax advisors inc.

  Sept 2021 - now

  Wealth advisor