As an Associate Wealth Manager and Shareholder, my primary responsibilities include creating, enhancing, and maintaining the Echo Dashboard per client goals and investments. What I do requires a robust understanding of each client's financial situation, so I can identify the right strategies and improve processes that help them reach their goals. Additionally, I manage most internal operations and serve as a trader and portfolio management assistant to Echo.
I thrive on bridging that elusive gap between analytics and assistance, positively impacting people's financial decisions and, ultimately, their lives. I strive to solve complicated matters analytically and help people reach their financial goals. By having direct, daily contact with clients, I can build a keen understanding of their specific financial situations. This allows me to effectively and efficiently deliver results that meet their particular needs.
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 to play four full years on the University's NCAA Men's Ice Hockey team as a Saint Mary's University Cardinal. I served as the assistant captain during my senior season. I graduated with twin Bachelor of Arts degrees in Finance and Business Intelligence & Analytics.
In my free time, I relish spending time with family and friends and playing competitive ice & inline hockey, golf, and tennis. I also enjoy watching sports, especially my beloved Chicago Blackhawks. I also find time to exercise with Peloton and relax with my favorite music and podcasts.
Dual BA in Finance and Business Intelligence & Analytics from Saint Mary’s University of Minnesota, 2018, Graduated Summa Cum Laude
* Most Outstanding Finance Student Award
FINRA Series 65 – Investment Adviser Representative (IAR)