As an Associate Wealth Manager, I work directly with Echo and Jared daily. My primary role is to assist Echo in creating, maintaining, and enhancing the Echo Dashboard per client goals and financial situations. Understanding and getting to know each client on an individual basis is a crucial step in the development of a well-rounded financial plan. I enjoy the day-to-day client interaction and meeting new individuals or families. It is where I can listen to each individual to truly understand their unique financial situation. Each individual or family's financial needs, goals, and wants are like a fingerprint – it is unique, and no two are alike.
I joined Echo Wealth Management in June of 2022. Before joining Echo's team, I spent two years in the financial services industry, where I specialized in working with non-profit organizations and public-school educators in creating, servicing retirement plans, and helping clients reach their financial goals.
I graduated from Saint Mary's University of Minnesota in May of 2020. I graduated with twin Bachelor of Arts degrees in Finance and Business Intelligence & Analytics. During my time at Saint Mary's, I played NCAA Men's Ice Hockey for two seasons, with Jared being my captain for one of those seasons. I am fortunate to have played hockey at a high level, as it has helped in laying the foundation for who I am today and who I envision myself being.
I have always had a passion for helping others, pair that with my entrepreneurial mindset; I have always been drawn to the financial services industry and becoming a financial professional. My "why" is quite personal; my family experienced a tragedy when I was 13 years old, and if my parents had not taken the time to meet with and have a trusted financial professional, a financial disaster would have magnified our tragedy. Luckily, this was not the case, which is why I dedicate myself to being that guiding force in clients' lives to aid in achieving their goals on purpose and create generational wealth.
In my free time, I enjoy playing any competitive sport, mainly hockey and golf. My goal is to one day become a scratch golfer and play all 100 of the Top 100 Public Golf Courses in the US: I am currently at 12.