Associate Wealth Manager
I work closely with Echo in my position as an associate wealth manager. My main role is to create, maintain, and enhance the Echo Dashboard in accordance with client goals and investments. This requires that I first fully understand each client’s financial situation, so I can identify ways of improving the processes that help the client to reach their goals. My main focus is on fact finding and analytically solving complex issues using Microsoft Excel. I joined Echo Wealth Management in June 2018, following my graduation from Saint Mary’s University of Minnesota in May of that same year.
I was fortunate enough to play four years on the University’s NCAA Men’s Ice Hockey team as a Saint Mary’s University Cardinal and I served as the assistant captain during my senior season. I graduated with twin Bachelor of Arts degrees in both Finance and Business Intelligence & Analytics.
I was initially drawn to finance and wealth management through my keen interest in working with numbers, and more specifically, working in money management with financial planning. I am driven to analytically solve complicated matters and to help people reach their financial goals. I thrive on being able to bridge that elusive gap between analytics and assistance, helping others in order to make a positive impact on people’s financial decisions, and ultimately, on their lives.
I truly enjoy working with clients on a day-to-day basis. By having direct, daily contact with clients, I am able to build a robust understanding of their specific financial situation. This allows me to deliver results that meet their specific needs, effectively and efficiently.
In my free time, I relish playing competitive hockey, tennis, and golf. I also enjoy watching sports, especially my beloved Chicago Blackhawks and Milwaukee Admirals. I also find time to exercise, cook, and relax with my favorite music.
- Dual Bachelor of Arts Degrees in Finance and Business Intelligence & Analytics from Saint Mary’s University of Minnesota, 2018, Graduated Summa Cum Laude
- Most Outstanding Finance Student Award
- Member of the Financial Planning Association- Minnesota Chapter
- Avid hockey, tennis, and golf player
- Time with family & friends
- Following my favorite NHL & AHL teams
- Listening to podcasts
- Developing an appreciation for the nuances of wine collecting