Experience

Forward Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• President & Financial Planner

  • May 2019 - Present

  I oversee a team of fiduciary financial planners and work with individuals, families and small businesses to help them more efficiently reach their financial goals. Securities offered through LPL Financial member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Forward Financial Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.forwardfg.com



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jul 2013 - May 2019

  Worked with clients to help them and their families aim to achieve their long term financial goals. Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements. This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed. For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.



School District of Waukesha

• Teacher

  • May 2005 - Jan 2013