Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Wealth Manager

  • Jul 2020 - Present



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Wealth Trust Advisor, Vice President

  • Jan 2012 - Jul 2020

  Working with clients and prospective clients in US Bank's Private Wealth Management division, focusing on the Bank's fiduciary and planning capabilities. Working with clients and prospective clients in US Bank's Private Wealth Management division, focusing on the Bank's fiduciary and planning capabilities.



Brady Corporation

• United States
• Manufacturing
• 700 & Above Employee

• Attorney

  • Aug 2010 - Dec 2011

  Attorney practicing in the areas of estate planning, general corporate, mergers & acquisitions and real estate.

• Contract Attorney

  • May 2010 - Mar 2011

  Contract attorney performing services for Brady Corporation through Contract Counsel Solutions, Inc.



Contract Counsel Solutions, Inc.

• General Counsel

  • Jan 2010 - May 2010

  Served as general counsel on an as-needed basis.

• President

  • Feb 2008 - Dec 2009

  Served as President of Contract Counsel Solutions, Inc., a then-newly formed company to provide legal staffing on a part time or temporary basis.



Mawicke & Goisman, S.C.

• Shareholder

  • Oct 1991 - Jan 2008

  Attorney in private practice focusing on estate planning, probate, general corporate, mergers and acquisition, and real estate Attorney in private practice focusing on estate planning, probate, general corporate, mergers and acquisition, and real estate



Reinhart Boerner Van Deuren s.c.

• United States
• Law Practice
• 300 - 400 Employee

• Attorney

  • 1984 - 1988