Associate Wealth Manager
As an associate wealth manager, I work closely with Echo in creating and maintaining the Echo Dashboard, the customized client homepage for each client. In addition, I am responsible for maintaining efficient business operations by leveraging new technologies in serving our clients. I joined Echo Wealth Management in 2016, following my graduation from the University of Wisconsin- Madison.
Integrity and compassion are two words that describe, motivate, and inspire me to serve those around me to the best of my ability and have aided in me obtaining a degree from UW-Madison. As a student, I had the privilege of serving as the president of a student organization that represented the Personal Finance Major as well as serving as a Financial Life Skills Peer Educator. I had the opportunity to help fellow students better understand the role that finances and financial related decisions have in their lives. Through these experiences and my academic studies, I quickly developed a passion for personal wealth management and knew this was the perfect fit for me.
The best part of my job is getting to work with and serve our clients and assist them in achieving their goals and dreams. I love finding opportunities to make a positive impact in the lives of others, and seeking those opportunities consistently drives me to learn and grow.
In my free time, I love visiting family in Door County, Wisconsin, living an active lifestyle, reading, and following the Minnesota Vikings and Wisconsin Badgers sports teams.
Education and Certifications
● BS in Personal Finance and Spanish from the University of Wisconsin- Madison, 2016, Graduated with Highest Distinction
● Obtained the CFP® designation in August 2018
● Member of the Financial Planning Association- Minnesota Chapter
● Traveling- Studied abroad in Seville, Spain in 2015
● Spending time with friends and family
● Sports- Avid fan of Minnesota and the Wisconsin Badgers sports teams
● Reading & Movies