After graduating from St. John’s University, I began my career as a financial advisor, where I honed my skills in client relationship management through the use of cloud-based CRM systems and leveraged financial planning software to provide comprehensive solutions. Now, as I enter my fifth year in the industry, I am thrilled to bring my expertise to the role of Director of Practice Management for Affiliated Advisors.
I am dedicated to assisting advisors in navigating our suite of cutting-edge technology and services, as well as leading initiatives that support our growing community. My goal is to empower advisors to streamline their operations and devote more time to optimizing their practices and serving their clients effectively.
Originally from Saint Paul, MN, I have since made Minneapolis my home, where my fiancé Alexa and I enjoy hiking trails with our dog, discovering new breweries, and staying active through CrossFit classes. It is a personal goal of mine to run my first marathon.