In The Community
A Passion for Finances.
A Heart for the World.
Over the years, our team has volunteered our time and provided financial support to the following organizations:
Additionally, education is a personal priority for our team and public speaking has become an enjoyable and fulfilling way for us to give back to our communities:
- SIFMA (Securities Industry and Financial Markets Association)
- University of Wisconsin-Milwaukee Women Leaders Conference
- University of Southern Maine
- Johnson Controls, Inc.
- East Shores Library System
- VIP Community Group
- Mequon-Thiensville Recreation Department