In my years in financial services, I have found that the most enjoyable aspect of my responsibilities is helping enable clients to grow their wealth for the health of their families, businesses, and communities. I’ve held many roles in my career, as a Retail Banker, an Assistant Manager at a Credit Union, a Credit Analyst, and a Compliance Assistant at an insurance company. I am excited to bring those skills to Schulfer and Associates Wealth Management in order to provide an excellent client experience.
I’ve spent different parts of my life in various areas of the country and regardless of where I go, I’ve found that people value financial security, their family, friends, and taking pride in contributing to their communities. I appreciate how strongly central Wisconsin reflects these priorities, and I look forward to taking part in our clients’ and community’s goals for years to come.