EDUCATION

California Lutheran University, Thousand Oaks, CA May 2014
Masters of Business Administration (MBA)

University of California – Los Angeles extension, Los Angeles, CA November 2001
Professional Designation in Personal Financial Planning

Ripon College, Ripon, WI May 1981
Bachelor of Arts (BA), English and Political Science

PROFESSIONAL DESIGNATIONS

Certified Financial Planner® (CFP) March 2007

Certified Divorce Financial Analyst® (CDFA) January 2015

Series 66 Securities license – Uniform Combined State Law since 2002
Registered Investment Advisory

Series 7 FINRA General Securities Representative since 2002

PROFESSIONAL EXPERIENCE

Director of Financial Planning, Fortifi Bank/Fortifi Investments, Berlin WI July 2018 – current
– Responsible for all aspects of Investment Services Dept.
– Directing financial planning process for all Bank clients

Director of Financial Planning, Baylake Bank/Nicolet Bank, Green Bay Jan 2015 – June 2018
– Directing financial planning process for all Wealth Mgt. advisors
– Growing assets under management for all departments

Financial Planning Practice Manager, Johnson Bank, Racine, WI Mar 2014 – Dec 2014
– Responsible for developing financial planning program at Johnson
Bank corporate for all Wealth Management advisors
Wealth Strategist, Johnson Bank, Green Bay Sept 2006 – Feb 2014
All aspects of building and developing client relationships

Wealth Management Advisor, William D. Truax, EA, Los Angeles, CA 2001 – July 2006
Financial Account Manager Sept 1999 – 2001
– Advising high net worth and small business clients in all aspects of
Investments, insurance, estate planning and taxes. Seven years
experience in income tax preparation and Quickbooks accounting

Financial Administrator, Heintzkill Chiropractic Center, De Pere WI 1989 – 1999
– All aspects of financial administration including accounts payable
and receivable and bookkeeping for busy clinic

Unemployment Compensation Adjudicator, DILHR, State of WI, Green Bay 1982 – 1989
– Resolving disputed unemployment compensation claims

COMMUNITY SERVICE

Financial Planning Association of WI
– Board of Directors member 2009 – 2016
– President of Board 2015

Habitat for Humanity
– Board of Directors member 2008 – 2013
– President of Board 2012

Leadership Green Bay Class of 2007/08

Habitat for Humanity ReStore Committee 2009 – 2014

Doctors in Recital Planning Committee 2013 – 2017

Dudley Birder Chorale
– Chorale member 1992 – present
– Board of Directors member 2012 – present

Fox Valley New Horizons Orchestra
– Violin player 2015 – present