Hometown: Sioux Falls, SD
Education: University of South Dakota; University of Nebraska–Lincoln
The best part of my job is seeing the gratitude our clients have for the services we provide.
In fact, I once had a trust beneficiary who got so excited about her investment gains that she would run off and bring back little gifts, like a homemade cookie, after our meetings!
Being able to help others build a successful financial future is why I’ve worked in banking for more than 15 years — dating back to my college years — and it’s why I still keep a small picture frame from that beneficiary in my office.
I first landed at First National Wealth Management in 2012 as an Investment Analyst, and I became a Portfolio Manager a year later, where my areas of expertise include bond trading, financial modeling, and writing. In addition to my formal education, I also hold a Chartered Financial Analyst (CFA®) designation from the CFA Institute.
Outside of work, my only hobby is being a proud girl dad; my wife and I have four daughters all under the age of 10.
I also like to volunteer my time with Bishop O’Gorman Catholic Schools, the City of Sioux Falls and Police Pension, and Junior Achievement.