I wear many hats…
My role at Oldfather Financial is multifaceted. As an Investment Advisor, I'm dedicated to guiding clients through their financial journeys, from initial consultations and personalized planning to ongoing support. Beyond client advising, I also contribute to the firm's operational efficiency, managing areas such as billing and compliance.
Starting at OFS
In August 2018, I joined Oldfather Financial as an Administrative Assistant, drawn to the opportunity to make a tangible difference in people's financial lives. Having a Bachelor’s Degree with an emphasis in Finance fueled this passion, leading to my role as an Investment Advisor in August 2021, where I now directly empower clients to reach their financial goals.
What do my co-workers think of me?
Based on my approach and interactions, I believe my coworkers would describe me as: Efficient, Knowledgeable, Analytical and Speedy (sometimes maybe too speedy)
Extracurricular Activities
Maintaining a healthy work-life balance is important to me. My life outside Oldfather Financial is a mix of cozy and competitive! I love spending time with family and friends and my pup, Nelly. And I'm always up for a round of golf – whether it's a serious match or just a fun day on the green. I believe in making the most of my free time, and that usually involves laughter and good company.
Fun Fact
I have won money from Publisher’s Clearing House.