I am excited to join Brady Family Wealth as a Senior Client Relationship Manager. I have over 10 years of industry experience and am committed to building meaningful connections with clients while also providing impeccable client service. In my role, I am responsible for ensuring operational and administrative needs of clients are met accurately and efficiently and will also manage client-focused special projects.
Born and raised in Iowa, I attended Iowa State University where I cultivated a passion for finance and earned my degree in the field. Fueled by my desire for continuous growth, I pursued my aspirations further by attaining a Master of Business Administration from Drake University. In 2021, I earned my Chartered Retirement Planning Counselor (CRPC®) designation.
Having been raised on a Century Farm in Iowa that has been in my family for 120 years, I learned the values of hard work, resilience, and stewardship from a young age. I’m proud to bring those qualities to Brady Family Wealth. When I’m not at the office you can find me enjoying precious moments with my son, Dominic, and my daughter, Sienna, and keeping up with their many activities. When I create time for myself, I enjoy taking long walks on beautiful trails.
