200 South Executive Dr.,
My heart is in serving others and helping them live their most meaningful life through the use of financial planning. In a world with so much uncertainty, I am a trusted teammate for clients when it comes to navigating the complexities of financial planning and investment management.
I thrive on education, continuously learning and filling my brain with industry knowledge or reading personal development books. I have a bachelor’s degree in Finance from the University of Wisconsin – Oshkosh. Since completing my undergrad, I have added on some additional designations:
I got introduced to the financial advisory world by working as a tax intern for a firm that provided tax return preparation and financial advisory services to their clients. I fell in love with taxes and financial planning, seeing how the two go together and being able to provide both services to my clients has allowed me to better optimize strategies for my clients.
Outside of work, I have been married to my husband, Josh, since 2018. We welcomed our first child, Mara, in August of 2022. We also have a Brittany Spaniel, Winston, who has the best hair in the world and is the most playful and energetic dog. We live in Brookfield, WI and own two rental properties in the Milwaukee area.
One of my core value's is self-care, and being active and maintaining a healthy lifestyle is how I prioritize that. You can often find me walking or running with Winston, strength training, or working on crosswords.
Director of Client Experience
Kaitlin comes to Resilient Wealth Planning with extensive experience in the financial services industry and is an operations guru. She is passionate about serving others and assisting in the financial planning process. Kaitlin is...
Consultant | Tax Planning Specialist
Bob has been in the financial services industry since the early 2000's. An accountant by education, Bob was a career changer in his 40s looking for a way to make an impact on the lives of individuals. Over the years, Bob has developed...