Test Advisor Email & Phone Number

I help individuals and families at Cardinal Financial Advisors located at Cardinal Credit Union reach their financial goals by offering detailed financial advice and helping them create personalized financial plans. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.As a financial advisor, I have a passion for instilling a sense of financial confidence. From a young age, I have been struck by the mental, emotional, and physical effects of financial insecurity. I determined from a young age that I would spend my career making a real difference in the lives of others by helping alleviate fear and uncertainty about their finances. For 20 years, I have been doing just that. I started out by earning a degree in Business and Finance from the University of Wisconsin-Madison. Afterward, I earned certifications in [X, Y, Z]. My experience includes [doing X, Y, Z] at [company names]. Over the years, I have learned the importance of [X].In my spare time, I enjoy investing in my family – there’s no better investment than that! I also enjoy volunteering at my local parks department and coaching my son’s little league team. My goal is to do my small part in making the world a better place for my community and my kids.Securities sold,  Advisory Services offered, through CUNA Brokerage Services, Inc., Member FINRA/SIPC.  Securities sold through CBSI under contract with the financial institution.Not NCUA/NCUSIF/FDIC Insured ∙ No Financial Institution Guarantee ∙ May Lose ValueSome items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors. Compliance number