Roxanna joined North Shore Investment Services in 2016 as a Financial Advisor serving clients in Northeastern Wisconsin. She graduated with her Bachelor’s degree from the University of Wisconsin-Green Bay. Professionally, she obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2019 and holds FINRA Series 7 and 66 securities registrations. Roxanna is passionate about helping clients achieve a financially secure life. She works with a broad range of clients, including those who are just starting out, nearing retirement, or wanting to leave a legacy to future generations.
Prior to joining North Shore, Roxanna served as Client Services Associate at Baylake Investment Services. Roxanna lives in Allouez with her husband and two children. In her free time, she enjoys hiking, biking, reading and board games.