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Work experience

Feb 2007Present

Senior Client Service Associate

Principal Financial Group

Work in close collaboration with company management, attorneys, CPAs and auditors, providing annual financial reports, government forms, compliance testing and participant statements for employee-owned companies



B.B.A - Finance

University of Wisconsin-Oshkosh


Account Management

Manage 50+ client accounts for employee-owned companies with $1.5 Billion under management

Collaborate with internal and external counterparts to ensure smooth workflow and efficient organization operations

Customer Service

Identifying needs, approaching complex situations and resolving problems to maintain long-term relationships


Consult clients on administrative procedures, compliance testing, government regulations


Identify opportunities to help companies provide participant education/communication regarding plan design


Review plan work of team members to ensure a quality product is delivered


Analyze client concerns to identify resolutions, keep current on government regulations, communicate necessary changes to plan fiduciaries


  • Healthy Living Consultant - Run Team meetings to discuss health and weight loss goals, set up plans to help others achieve those goals including putting together running schedules and tips for meal planning
  • Volleyball Coach (Club Fondy Fusion) - Assist head coach with practices, team building and tournaments
  • Junior Achievement - Team up with high school students to run mock business plans
  • Alternate Recess - Work with elementary school students mentoring on class work and working on social skills
  • Habitat for Humanity - Work in a team environment to help build homes and hope in communities
  • Girls on the Run - Team up with young girls to promote healthy, confident lifestyles