I am a Financial Paraplanner at Augustine Financial, where I have the privilege of assisting our advisors in creating comprehensive financial strategies for our clients. My primary responsibilities include generating detailed reports, assisting in client meetings meetings, managing client communications, and analyzing retirement plans to ensure effective planning and follow-through. With over two years of experience in the financial services industry, I've developed a keen understanding of the nuances involved in financial planning.
Before joining Augustine Financial, I worked at Drake & Associates, which provided me with a solid foundation and invaluable experience in the field. I also hold the Wisconsin Life & Health Insurance licenses, which further enhances my ability to serve our clients effectively. My journey in finance began with a bachelor's degree in finance from Chadron State University, where I discovered my passion for personal finance and serving others – a subject I believe is often overlooked in traditional education.
Serving people and supporting the team in helping clients build a secure financial future is not just a job for me – it's my passion and purpose. I am deeply motivated by the opportunity to help people prepare for and enjoy their retirement. I love hearing about people's stories, passions, and what drives them in life. It's incredibly rewarding to play a part in helping clients achieve their dream lives. I believe the greatest value I can provide is by truly listening and understanding their needs and goals.
I currently reside in my hometown of Mequon, WI, where I am an active member of my church community. Outside of the office, I cherish spending time with my family and enjoy activities like golf and fitness.