With a deep passion for investment research and financial planning, I thrive in dynamic environments where collaboration and insight come together to create lasting value for our clients. As an Investment Services Associate at Mueller Wealth, I support our advisory team in delivering holistic financial planning, financial technology integration, and in-depth investment research.
Since joining the firm in 2023, I’ve had the opportunity to contribute to our investment committee, shaping our economic outlook and assisting with specialized research projects. My background in public accounting—preparing financial statements for both commercial and not-for-profit organizations—provides a strong foundation for analyzing financial data and understanding diverse client needs.
Driven by a keen interest in financial markets, economics, and market psychology, I am committed to helping clients navigate their financial journeys with clarity and confidence. My approach blends analytical rigor with genuine care, always aiming to make a meaningful difference in the lives we touch.
Outside the office, I enjoy soccer, golf, and following Formula 1 racing. I’m also an avid fan of film and literature, especially classical and non-fiction works, and continue to explore the intricate worlds of psychology and economics.