Client Service / Marketing Associate
Industry Start Date:
Heck Capital Advisors Start Date:
Series 65, Uniform Investment Adviser Law Examination
B.S., Economics, University of Wisconsin - Madison
My twin sister is seven minutes older than me.
What is the most rewarding part of your position?
Getting to interact with clients, learning more about them and their goals and assisting them with their needs.
What are some of your hobbies/interests?
I enjoy watching sports, going up north and being on the lake, spending time with family and friends and concerts with my sisters.
What does outstanding client service mean to you?
Making clients feel comfortable, truly listening and approaching every question and/or request with a positive attitude.