Connie began her financial services career in 1992 as a bank teller. She moved into the securities industry in 1996 as an investment assistant. In 2002, Connie became a financial consultant and remained in that position for seven years.

In 2010, Connie decided to make a small change to her career path and accepted the position of branch operations coordinator. In this role, she oversees all aspects of the day-to-day operations of the practice, which include marketing and administrative support. Connie holds the Series 7 and 63 securities registrations, as well as Wisconsin health and life insurance licenses. She also holds the professional designation of Accredited Investment Fiduciary^®.

Connie was born and raised in Edgar where she still lives today with her husband, Cortney. After graduating from Edgar High School, Connie earned associate degrees in both marketing and accounting from Northcentral Technical College. After working several years in retail management, she returned to school attending Upper Iowa University to pursue a bachelor’s degree in accounting, cum laude.

When not at work, Connie enjoys being in the great outdoors and is very passionate about her nature photography.