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My passion is the daily contact with my customers.
My customers value my independent and open communication as well as the comprehensive advice. For me, the holistic approach is one of the most important cornerstones in investment advice.
In short:
Single. Born, grew up and lives in Altendorf.
At LLB AG:
Since I started my apprenticeship in 2009 and in private banking since 2021. In the meantime, around 9 years externally at a Swiss bank.
How and where do I like to relax?
With a good glass of wine by the lake or on the sun terrace in the ski area with my loved ones.
What values do I stand for at work?
Commitment and openness.
In short:
Single. Born, grew up and lives in Altendorf.
At LLB AG:
Since I started my apprenticeship in 2009 and in private banking since 2021. In the meantime, around 9 years externally at a Swiss bank.
How and where do I like to relax?
With a good glass of wine by the lake or on the sun terrace in the ski area with my loved ones.
What values do I stand for at work?
Commitment and openness.
Qualifications
Relevant Diplomas
Bachelor of Science in Betriebsökonomie mit Vertiefung Banking und Finance, 2018
Language(s) in counseling
Deutsch
Topics:
Assess the overall financial situation
Invest money
Invest vested benefits funds
Financial independence
Pension situation
Early retirement, is it possible?
Receive a pension or capital
Financial Planning
Pillar 3a
Buy a home
Settle an inheritance
Save taxes in retirement
Sell a property
Tax optimization
Advance on inheritance
Major purchase
Evaluation
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