Savvy IRA Planning for Boomers

Kailey went to college at UW-Oshkosh and graduated with her degree in Bachelor of Science in Nursing. She has worked for the past ten years as a Registered Nurse caring for her patient's mental and physical health. In eight of these ten years, Kailey held leadership roles where she excelled in motivating her team and promoting a positive work culture. Kailey is passionate about lifelong learning and challenging herself. She believes it is never too late to learn something new and begin a new adventure which brought her to the decision to train to be an investment advisor representative. She is excited to join her family's firm to continue the family tradition and shift her focus to helping clients with their financial health.

Kailey is a Wausau native and enjoys spending her time with her two sons, husband, and two dogs. She also enjoys playing golf, exercising, and entertaining her friends and family.