I consider it a real privilege to wake up every day and do work that genuinely excites me. Being a financial advisor allows me to build meaningful relationships with my clients while making a lasting impact on people’s lives. I graduated from the University of Wisconsin–Whitewater in 2023 with a degree in Finance and an emphasis in Financial Planning. I began my career as a credit analyst at Bank First, where I gained valuable insight into credit risk, lending, and overall financial health from a banking perspective.
I’m proud to be part of the second generation of Zimmers working as financial advisors. I bring a fresh perspective while honoring the legacy of trusted, client-first service. I’m passionate about helping individuals and families make confident, well-informed financial decisions at every stage of life.
Outside the office, I enjoy staying active, hitting the golf course, and cheering on my favorite Wisconsin sports teams.
Professional Designations:
- Investment Professional
Experience:
- 3 years in the Finance industry including 1 year with Zimmer Financial Group
Education:
- University of Wisconsin – Whitewater
- BBA Finance