Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Interests

Family - Father to 3 children...ages 22, 20 and 11. Married to Jennifer. I have resided in Lake Mills for the past 16 years.

Volunteering for various organizations which benefit the local communities in which I live and work.

Volleyball - Both playing and coaching....currently the Assistant Varsity coach for the Lakeside Lutheran High School girls team.

Motorcycles - Enjoy going for a ride with no end destination in mind...allows for better exploration of Wisconsin's many backroads.

Snowmobiles - More recent hobby taken on as a substitute for motorcycle riding during our snowy season.

Community participation

  • Member of Watertown Lions Club
  • Assistant Coach for Lakeside Lutheran High School Volleyball
  • Volunteer for Buckets for Hunger