University of Wisconsin-Madison
Associate Lecturer
Enrich Financial Partners Llc
Wealth Advisor
Education:
University of Wisconsin - Madison 2000 - 2005
Bachelors, Bachelor of Science, Finance
Università Bocconi 2003 - 2003
Edgewood High School 1996 - 2000
Skills:
Wealth Management Retirement Planning Financial Life Planning Personal Financial Planning Small Business Retirement Planning Qualified Retirement Plans Income Tax Planning Estate Planning Education Funding Certified Financial Planner Personal Finance Individual Pension Plans Wisconsin Retirement System Social Security Planning Life Insurance Planning Disability Insurance Planning Long Term Care Insurance Planning Financial Planning Business Tax Planning Investment Management Education Planning Pension Funds Finance Tax Planning