Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CKA® Certified Kingdom Advisor®
  • CLTC® Certified Long Term Care®
  • Series 7, 63, 65, Life and Health Licenses

Education

  • B.S. Chemistry University of Wisconsin - Stevens Point, WI
  • 4 Year ROTC Scholarship - Distinguished Military Graduate

Interests

  • I grew up on a small farm near Belgium, WI
  • I attended UW-Stevens Point on a 4-year Army ROTC Scholarship and played football and track & field
  • I met my wife Kimberly in college and we were married December 31, 1988
  • We have two adult children, Rachel and Ryan
  • Kim and I lived in Germany for 3 years with the Army
  • I am a veteran of Operation Desert Storm
  • I retired from the US Army at the rank of Lieutenant Colonel after 29 years (Active & Reserve)
  • I sang for six years with the FoxValleyaires Barbershop Chorus
  • I am a member of the Appleton Yacht club, American Legion, and VFW
  • Kim and I enjoy fishing, camping and outdoor activities

Community participation

Awards & recognition

  • Sunset Adventures Wealth Advisors, Ameriprise Client Experience Award, 2020-2021