I put my curiosity, drive, attention to detail, and passion for investment management to work for clients at JNBA Financial Advisors every day as the Manager of Portfolio Implementation & Analytics. I was drawn to JNBA for the firm’s focus on teamwork and collaboration, as well as the day-to-day impact this work has on our clients’ portfolios and lives. Prior to joining JNBA in 2019, I was an investment operations analyst at an institutional investment firm, where I collaborated with portfolio managers, traders, analysts, and other professionals to support asset management, primarily in the high-yield fixed income space.I have a bachelor’s degree in business administration – financial markets and economics from the University of Minnesota Duluth. I have passed the Chartered Financial Analyst (CFA®) Level I and am currently pursuing the Chartered Market Technician® designation.Please Note: JNBA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JNBA’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Conserving Wisconsin’s natural legacy for everyone…forever.

Serving as President Pro Term.

We have undergone extensive research and reviews of natural resource based public trust funds and sovereign wealth funds. These funds vary from both worldwide and within the United States, while our main focus is on Minnesota. I conducted preliminary research on natural resource-based sovereign wealth funds around the world and presented my findings to professors who used them to further their investigations. This research position demands advanced analytical skills as well as writing, communication, and mathematical skills.

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by JNBA Financial Advisors, LLC), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. JNBA Financial Advisors, LLC is neither a law firm nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from JNBA. Please remember that it remains your responsibility to advise JNBA Financial Advisors, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. JNBA shall continue to rely on the accuracy of information that you have provided. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. Please see important disclosure information at https://jnba.com/disclosure.