1717 Wolf Road
We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participating in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized services that we can provide acts as a roadmap to working toward a more independent financial future. We look forward to using our experience to help you pursue your financial goals.
President and Wealth Advisor
My role at Straight Arrow Financial Group is to help uncover the needs of new and existing clients. By asking the right questions and trying to understand why people make certain decisions helps me guide them to a fulfilling future. Once I am confident in my understanding of a client need, I utilize a strong team of professionals to fill that need.
I started my business over 18 years ago with a love for people and problem solving. By working hard and building a strong team around our client’s needs, I help Straight Arrow Financial Group grow to become an industry-leading financial firm.
I have been married to my wife, Kari, for 16 years and have three children whose sports and activities occupy most of my time away from the office. When I am not busy with my family’s active schedule, I prefer to be outdoors. Bow hunting, in particular, is a passion of mine. There is calmness that only nature and a tree stand can provide. I am thrilled to be introducing my daughter and two sons to this passion.
I look forward to you joining our family at Straight Arrow and hearing your story!
I am a Wealth Advisor and CFP® here at Straight Arrow Financial Group. As we all know, the only guarantee in life is change. Through wholistic financial planning, my job is to help you put that plan in place so that you can achieve your financial goals no matter what life may throw at you.
Before becoming a part of the Straight Arrow team in January 2014, I spent a short stint at GE Healthcare after graduating college. In 2018, I earned my CERTIFIED FINANCIAL PLANNER™ certification and took on the role of Wealth Advisor. I also spearhead the Enhanced Trading tool which more effectively aids us in our portfolio construction and implementation.
I grew up in Cedar Grove, WI where I continue to live and have been a homeowner for the last two years. I graduated from the University of Wisconsin-Milwaukee with a major in Finance and minor in Economics. I stay actively involved with my high school wrestling team where I have been a coach for the last 12 years. When I am not in the office you can either find me on the softball field or golf course in the summer, or when the temperatures begin to drop out in the woods hunting.
While I got into the industry because of my interest in investing, I quickly learned that it is the relationships created that make this such a rewarding career. I look forward to helping you make your financial and personal goals a reality.
Client Service Specialist
I am a Client Service Specialist at Straight Arrow Financial Group. I play an active role in streamlining business operations, resolving problems and most importantly, ensuring your needs are consistently met. I work with our clients who are transitioning from employer group health insurance to individual health insurance - both Medicare and health care options before Medicare. Having someone with an understanding of health care can bring peace of mind to retirees and I strive to make it as painless as possible for you.
After spending some time at home to raise children, I have been in the industry since August of 2012. I have a Bachelor of Science in Business Administration with an emphasis in Finance and Marketing from Marquette University. In 2013, I completed my Series 7 License (held through LPL), Series 66 license (held through Independent Advisor Alliance) and Life, Health & Variable Insurance Agent license.
I live in Brookfield with my family. I may be known as the mother of the office, which is just fine with me since my youngest is now away at college. Away from the office, I enjoy walking my dog, cooking, and spending time with family and friends.
I am grateful we get to work with people who become our friends and family just like you. It is my privilege to walk with you on life’s journey; finding ways to do more of what you love and less of what you don’t love.
I am a Client Service Specialist at Straight Arrow Financial Group and specialize in streamlining your client on-boarding experience. This includes, but is not limited to new account opening, asset transfers and employer retirement plan rollovers. I oversee our Move Money process, which consists of our client contributions, distributions, annual RMDs, roth conversions and death distributions, as well as plan the business’ marketing, advertising, and events.
Before joining Straight Arrow Financial Group, I worked for OneAmerica formerly BMO Harris Bank for several years in their retirement services department. I graduated from UW-Milwaukee with degrees in both Marketing and Journalism and Mass Communications. I have since earned my Series 7 License (held through LPL), Series 66 license (held through Independent Advisor Alliance) and Life, Health & Variable Insurance Agent license.
I grew up in Two Rivers, WI and have an appreciation for small-town life while I currently reside in the city of Milwaukee. During the summer, I enjoy being out on the water, hiking or in nature with my girls, Eliana and Abigael. I am far from a scratch golfer but enjoy being out on the golf course as well. During the winter I tend to hibernate and dream of summer, flip flops, bonfires, and live music.
I have worked in various service industries from the time I was young. Since joining Straight Arrow Financial Group, I know I have found my perfect fit in being of service to you and your family’s financial needs.
Being the newest member of the Straight Arrow Financial Group family, I am excited to get to know our clients and learn how best to make your experience with us be as special as you are to us. I understand the importance of feeling welcome comfortable and respected when dealing with your financial goals as I not only work here, I am also a client.
I come to Straight Arrow with a background in purchasing, account mgt and print production. I pride myself on providing sincere, friendly & personalized client services and specialize in the organization & streamlining of business processes to make sure that your needs will be consistently met.
I live in the Richfield area with my husband and my two sons. Spending time with my family is favorite past time but, when I am not with family, you can usually find me in the kitchen baking up something sweet, in the yard gardening, dabbling with one of my other hobbies or dreaming up a “project” for my husband. He really likes that!
While my journey with Straight Arrow Financial Group has just begun, I look forward to getting to know our “extended family”. I will continuously strive to provide you with the kind of service that you not only expect but deserve.