Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Director of Annex Private Client

  • May 2023 - Present

  Elm Grove, Wisconsin, United States

• Director of Branch Development

  • Apr 2021 - May 2023

  As Director of Branch Development, I am responsible for the growth and advancement of Annex's branch offices. I oversee relationships forged at individual branches and ensures every client is experiencing the Annex Wealth Management difference there.

• Branch Director

  • Jul 2020 - Apr 2021

  Elm Grove WI

• Wealth Manager

  • Oct 2019 - Jul 2020

  Elm Grove, WI



United States Army Reserve

• United States
• Armed Forces
• 700 & Above Employee

• Civil Affairs Officer

  • Sep 2023 - Present



Wisconsin Army National Guard

• United States
• Armed Forces
• 400 - 500 Employee

• Company Commander

  • Mar 2022 - Sep 2023

• Battalion Logistics Officer

  • Mar 2021 - Mar 2022

• Engineer Officer-Platoon Leader

  • Jan 2018 - Mar 2021

  Onalaska WI Engineer Corps -Train and lead a platoon of 18 soldiers -Work with my chain of command to create the training schedule for the fiscal year and implement it -Responsible for the platoons issued equipment, including all vehicles, weapons and sensitive items

• Specialist

  • Dec 2015 - Jan 2018



Mariner Wealth Advisors

• United States
• Financial Services
• 700 & Above Employee

• Wealth Advisor

  • Aug 2018 - Oct 2019

  Brookfield, Wisconsin -Collaborate with various retail clients to identify their financial objectives and provide investment solutions through cash flow planning, tax planning, estate planning, and investment discussions -Generate business leads and optimize corporate market share through referral partner program -Increase business bottom-line through organic client acquisition techniques along with recruit competent professionals to achieve regional growth objectives -Holistic financial planning with high… Show more -Collaborate with various retail clients to identify their financial objectives and provide investment solutions through cash flow planning, tax planning, estate planning, and investment discussions -Generate business leads and optimize corporate market share through referral partner program -Increase business bottom-line through organic client acquisition techniques along with recruit competent professionals to achieve regional growth objectives -Holistic financial planning with high net worth and ultra-high net worth clients Show less



Russell Investments

• United States
• Financial Services
• 700 & Above Employee

• Regional Investment Consultant

  • Nov 2017 - Aug 2018

  -Develop new relationships with Registered Investment Advisors, Family Offices, and Bank Trusts throughout the Upper Midwest -Partner with and grow the existing Russell Investments relationships in territory -Maintain a travel rotation throughout my assigned territory to meet with current and prospective clients -Orchestrating targeted marketing campaigns and updated customers with current and new business offerings -Organized firm meetings with RIAs and IARs to grow Russell… Show more -Develop new relationships with Registered Investment Advisors, Family Offices, and Bank Trusts throughout the Upper Midwest -Partner with and grow the existing Russell Investments relationships in territory -Maintain a travel rotation throughout my assigned territory to meet with current and prospective clients -Orchestrating targeted marketing campaigns and updated customers with current and new business offerings -Organized firm meetings with RIAs and IARs to grow Russell Investments market share throughout territory

• Divisional RIA Specialist-Western US

  • Dec 2016 - Nov 2017

  Greater Milwaukee Area -Grow and develop RIA relationships in the Western US through conference calls and in-person meetings -Work to enhance Russell Investments brand recognition throughout the independent advisory channel -Work with the regional teams to coordinate events and meeting schedules during my travels -Help to secure the proper operational components for RIAs to access Russell Investments through their custodians and TAMPs -Help support the Financial Planning practice of RIAs through client… Show more -Grow and develop RIA relationships in the Western US through conference calls and in-person meetings -Work to enhance Russell Investments brand recognition throughout the independent advisory channel -Work with the regional teams to coordinate events and meeting schedules during my travels -Help to secure the proper operational components for RIAs to access Russell Investments through their custodians and TAMPs -Help support the Financial Planning practice of RIAs through client seminars and CE events for RIA teams and personnel

• Internal Wholesaler

  • Oct 2013 - Dec 2016

  Greater Milwaukee Area -Covering Northern IL -Developed new relationships in the territory while also working to prospect and grow with new advisors in the Greater Chicago area -Territory travel regularly to meet with existing and new advisors and assist with client events -Industry conference presentations for Russell Investments



Thrivent

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Feb 2009 - Oct 2013

  Cedarburg, WI -Conducted training's sessions for new financial associates on developing business plans and creating schedules. -Grew market share in the greater Cedarburg area through marketing initiatives and implementation of referral techniques -Holistic financial planning with affluent and high net worth clients