Experience

Richardson Financial

• United States
• Financial Services
• 1 - 100 Employee

• Senior Wealth Advisor

  • Aug 2018 - Present

  Menomonee Falls, WI As a Senior Wealth adviser, my role is to help individuals and families feel secure and confident about their financial health. Our team coaches clients through a comprehensive plan called the Informed Decision Approach that addresses all aspects of your wealth - investments, legal, tax and insurance needs. This process of Discovery, Strategy, Integration, Implementation and Ongoing Management has been a proven model for our client's successful retirement.



Brunsell Lumber & Millwork

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Window Specialist

  • Apr 2017 - Aug 2018

  1190 Richards Rd. Suite 6, Hartland, WI 53029 When I worked at Brunsell Lumber & Millwork I was a window sales consultant. We featured several brands: Andersen, Marvin, Sierra Pacific, Weather Shield, and a few smaller companies. My goal was to provide the right solution for each and every job and exceed all expectations with a high level of service. Access to all the brands made that easy, and builders appreciated my knowledge and accuracy.



Ver Halen, Inc.

• Construction
• 1 - 100 Employee

• Pella window outside sales representative

  • Nov 1992 - Apr 2017

  This is where I spent the majority of my sales career. Pella has a great brand name to go along with their products, and the dealership I worked for was one of the best in the country. As their top performing salesperson, I learned quickly the importance of accuracy, timeliness and service. I learned how to understand the concept of a blueprint, see and touch the walls when the home was built, and then enjoy the experience of a family living in their dream home.



Camadon

• United Kingdom
• Hospitals and Health Care

• Copier Sales Rep

  • Jan 1992 - Nov 1992

  Pewaukee, WI This was my first "real" job after graduation. Selling copy machines. I learned how to cold call businesses, do presentations, and how to ask for the order. I also realized there had to be something better out there for me.



First Wisconsin Bank & Trust

• Banking
• 1 - 100 Employee

• Landscape assistant

  • Jun 1985 - Sep 1991

  I worked at the First Wisconsin tower during high school and college. I cut the grass at the branch banks and watered the plants in the arboretum.