Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Qualifications

  • CRC® Certified Retirement Counselor®
  • CRC® Certified Retirement Counselor

Previous experience

  • Robert W Baird & Co, 1999-2010

Community participation

Knights of Columbus, Trustee, Brookfield WI

Interests

I enjoy spending time with my wife, children and 6 grandchildren.

I also spend a good deal of time volunteering for the Knights of Columbus.

Gardening and spending time in the yard on projects (weather permitting) has always been a favorite way to spend my time off.

My wife and I enjoy traveling to and exploring Mexico and the South East United States.