My role at The Gervais Group…

Is to support our day-to-day operations, assist with client service needs, and contribute to our planning and research efforts.

I do what I do because…

I love the combination of wealth management, building relationships, and financial markets. This role gives me a unique opportunity to combine all three of those interests and help clients reach their goals.

Outside of work, I love…

Staying active hiking, playing golf, snowboarding and participating in triathlons.

My education and certifications…

• University of Wisconsin–La Crosse: bachelor's degree in science in finance.