Strategic investment guidance built on honesty and respect.
As a Wealth Portfolio Analyst, Claire partners with advisors and clients to deliver guidance on portfolio allocations, strategic recommendations and market dynamics. She works to ensure that portfolios align with clients’ overall financial picture through asset-allocation guidance, strategic rebalancing and ongoing Investment Policy Statement evaluation. Claire is committed to demystifying the investment process through clear education and meaningful relationships, empowering clients to navigate their financial journey with confidence as they work toward their long-term goals.
Experience
- Joined Johnson Financial Group in 2022
- Began working in the financial services industry in 2020
- Graduated with a Bachelor of Arts in Business Administration, Finance Focus and Minor in Accounting from Wisconsin Lutheran College and a Master of Business Administration with a Finance Specialization from Marquette University
- Certified Investment Management Analyst® and Registered Investment Adviser Representative
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Investment Strategy
- Portfolio Construction
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- St. Marcus Lutheran Church and School Business Council Member
- Inspiring Women and NextGen Johnson Financial Group Employee Resource Group (ERG) Member