My mission as a teacher is to translate my experience as a practicing financial planner into engaging lessons that fuel students’ desire to keep learning and to embrace vulnerability in their education. I believe that financial advice is about more than numbers; it’s about a person’s needs, her goals, her values, and her life. I work to instill this holistic approach in my students and to equip them with the skills and savvy to satisfy future clients.
Certified Financial Planner American College CFP® Program, 2008
Registered Investment Advisor, Wisconsin Department of Financial Institutions
- Course number: CS 275: Course title: Consumer Finance
- Course number: CS 635: Course title: Estate Planning for Financial Planners
- Course number: CS 665: Course title: Household Risk Management and Insurance
- Course number: CS 321: Course title: Financial Life Skills for After Graduation