Our Team

My role at Straight Arrow Financial Group is to help uncover the needs of new and existing clients.  By asking the right questions and trying to understand why people make certain decisions helps me guide them to a fulfilling future.  Once I am confident in my understanding of a client need, I utilize a strong team of professionals to help support that need.

I started my business over 20 years ago with a love for people and problem solving.  By working hard and building a strong team around our client’s needs, I help Straight Arrow Financial Group grow to become a successful financial firm.

I have been married to my wife, Kari, for 18 years and have three children whose sports and activities occupy most of my time away from the office.  When I am not busy with my family’s active schedule, I prefer to be outdoors.  Bow hunting, in particular, is a passion of mine.  There is calmness that only nature and a tree stand can provide.  I am thrilled to be introducing my daughter and two sons to this passion.

I look forward to you joining our family at Straight Arrow and hearing your story!

I am a Client Service Specialist at Straight Arrow Financial Group. I play an active role in streamlining business operations, resolving problems and most importantly, ensuring your needs are consistently met. I work with our clients who are transitioning from employer group health insurance to individual health insurance - both Medicare and health care options before Medicare. Having someone with an understanding of health care can bring peace of mind to retirees and I strive to make it as painless as possible for you.

After spending some time at home to raise children, I have been in the industry since August of 2012. I have a Bachelor of Science in Business Administration with an emphasis in Finance and Marketing from Marquette University. In 2013, I completed my Series 7 License (held through LPL), Series 66 license (held through Independent Advisor Alliance) and Life, Health & Variable Insurance Agent license.

I live in Brookfield with my family. I may be known as the mother of the office, which is just fine with me since my youngest is now away at college. Away from the office, I enjoy walking my dog, cooking, and spending time with family and friends.

I am grateful we get to work with people who become our friends and family just like you. It is my privilege to walk with you on life’s journey; finding ways to do more of what you love and less of what you don’t love.

I am a Wealth Advisor and CFP® here at Straight Arrow Financial Group. As we all know, the only guarantee in life is change. Through wholistic financial planning, my job is to help you put that plan in place so that you can work towards your financial goals no matter what life may throw at you.

Before becoming a part of the Straight Arrow team in January 2014, I spent a short stint at GE Healthcare after graduating college. In 2018, I earned my CERTIFIED FINANCIAL PLANNER™ certification and took on the role of Wealth Advisor. I also spearhead the Enhanced Trading tool which more effectively aids us in our portfolio construction and implementation.

I graduated from the University of Wisconsin-Milwaukee with a major in Finance and minor in Economics. I stay actively involved with my high school wrestling team where I have been a coach since 2008. When I am not in the office you can either find me on the golf course in the summer, or when the temperatures begin to drop, out in the woods hunting.

While I got into the industry because of my interest in investing, I quickly learned that it is the relationships created that make this such a rewarding career. I look forward to helping you make your financial and personal goals a reality.

I am a Client Services Specialist at Straight Arrow Financial Group that oversees the flow of our client operations.  From ensuring a smooth client onboarding experience, to running an efficient flow of client operations and account logistics, it’s my goal to create a seamless interaction for our clients through our systems and technology.  I also enjoy developing a few of our client appreciation events that we host each year.

Before joining Straight Arrow Financial Group, I worked for OneAmerica servicing employer-sponsored plan employees and their retirement accounts for several years.  I currently hold a Series 7 license (held through LPL), a Series 66 license (held through Independent Advisor Alliance) and a Life, Health & Variable Insurance Agent license. 

I have two daughters that I enjoy watching play basketball and volleyball who also participate in Tae Kwon Do with me.  I try to golf a couple times a year in hopes that one day I’ll make it big. I also enjoy hiking, being out on the water, bonfires, and summer weather.

Since joining Straight Arrow Financial Group, I have learned so much about the industry.  It has allowed me the opportunity to grow individually and professionally and service such great people.  It’s my pleasure to be a part of team whose ambition is to witness our clients succeed.