Experience

• 

  A.L.M. Holding Company

  • Onalaska, Wisconsin

  • Special Projects Administrator

    • Jan 2020 - May 2021
    • Onalaska, Wisconsin

    Retired

• 

  Bremer Bank

  • La Crosse, Wisconsin Area

  • Private Banker, Wealth Specialist, V.P.

    • Jun 2017 - Dec 2019
    • La Crosse, Wisconsin Area

    Bremer is introducing Private Banking services to this region and I am honored to lead the effort. I have over 20 years of experience serving busy, successful professionals. My greatest satisfaction is in helping my clients realize their financial and life goals. The primary benefit of working with a Private Banker is not only to offer one point of contact for all needs, but to offer customized products and services that help clients become more efficient in how they deal with their finances. In addition to daily banking services, we also assist with investment management, sophisticated financial, gift and estate planning. We bring advice and solutions that add greater value to the relationship. Bremer is a $13 billion privately held regional bank and wealth management company jointly owned by employees and the Otto Bremer Trust (OBT). OBT uses its share of dividends to strengthen communities it serves by distributing charitable grants to local non-profits. Headquartered in St. Paul, MN, Bremer has over 100 locations in Wisconsin, Minnesota and North Dakota. Our network allows us to serve clients across the U.S.A.Consider allowing us an opportunity to earn your business.

• 

  Bremer Investment Management & Trust

  • Onalaska, WI

  • Wealth Management Advisor, V.P.

    • May 2014 - Apr 2017
    • Onalaska, WI

    My role at Bremer is to assist individual, business and non-profit clients with all types of financial needs including investment decisions, estate and financial planning, trust administration and retirement planning. For over 70 years, Bremer Bank and Bremer Investment Management & Trust has been helping clients develop an individualized roadmap and navigate their journey through all phases of life.

• 

  U.S. Bank

  • Private Banker, VP

    • Jan 2001 - Jun 2014

    Experienced Relationship Manager for Private Client customers. Responsible for business development, relationship management, and client satisfaction. Loan officer - commercial and consumer credit. Emphasis on wealth management, retirement planning and succession planning.

• 

  State Bank of La Crosse

  • Mortgage Loan Officer

    • Mar 1996 - Dec 2000

  • Executive Assistant To President & CEO

    • Feb 1992 - Mar 1996