My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • My major interest is family.
  • I spend most of my free time with my wife and 2 children.

Community Participation

  • Active member in my childrens school.
  • Coach of several kids sports teams.
  • 30 year member of the Elks.

Experience

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Areas of Focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Divorce Financial Planning
  • Small Business
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Employee Stock Options

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • BS Finance/Economics, University of Wisconsin - Eau Claire

Professional Associations

  • Certified Financial Planner

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