Position:
Vice President | Regional Director, Trust at BMO Private Bank, President at Waukesha County Estate Planning Council, Board Member at UWEC Alumni Association
Work:
BMO Private Bank
- Greater Milwaukee Area since Mar 2011
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Vice President | Regional Director, Trust
Waukesha County Estate Planning Council
since Jul 2012
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President
UWEC Alumni Association
since Apr 2012
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Board Member
Waukesha County Estate Planning Council
Jul 2011 - Jul 2012
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Secretary, Board Member
Association of Women Lawyers
Sep 2009 - Apr 2012
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Co-Chair of Estate Planning Discussion Group
Waukesha County Estate Planning Council
Jul 2010 - Jun 2011
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Board Member
Marshall & Ilsley Trust Company N.A.
Aug 2010 - Mar 2011
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Associate Trust Counsel
Marshall & Ilsley Trust Company N.A.
Apr 2006 - Mar 2011
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Assistant Vice President, Estate Services
The Schroeder Group Attorneys at Law SC
Nov 2004 - Apr 2006
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Associate Attorney
Wisconsin Legislative Audit Bureau
Jan 1999 - Aug 2001
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Legislative Auditor
Education:
University of Nebraska College of Law 2001 - 2004
JD, Law
University of Wisconsin-Eau Claire 1995 - 1999
BBA, Accounting
Skills:
Estate Tax Planning, Probate, Estate Planning, Trusts, Tax
Interests:
Golf, Softball, Remodeling Projects, Travel, Yoga
Honor & Awards:
2010 University of Wisconsin Eau Claire Blugold Athletic Hall of Fame Inductee; Named to WIAC All-time Softball Team