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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Insurance
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BIS, Marketing and Economics - University of Minnesota, 1991

Interests

Kris and I have been married for 25 years. We have two children: Samantha (23) recently graduate from UW Eau Claire with a bachelors degree in Unified Early Childhood and Special Education. Jack (20) is a sophomore at UW Eau Claire and is studying Marketing and Business Communications.

After practicing as an advisor in Hudson, WI for five years, our family was blessed with the opportunity to move to our cabin on Long Lake. We spend a lot of time enjoying pontoon cruises, inner-tubing, fishing, snowmobiling, etc... we make the most of the social aspects of living on one of Northwest Wisconsin's most beautiful lakes.

Community participation

  • Supporter of the Long Lake Chamber of Commerce.
  • Treasurer / Board Member, Field of Dreams Disabled Hunt Program. http://www.fieldofdreamshuntprogram.org/
  • Chaperone for 8th grade trip to Washington D.C. and New York City (2009 & 2012).
  • Supporter of Kinship and the Boys and Girls Club.
  • Supporter of Salute to Industry and Aquafest.
  • Supporter of the Rice Lake Community Campus.
  • Supporter of the Long Lake Preservation Association (LLPA).
  • Host family for foreign exchange student from the Czech Republic in 2010-2011.
  • Supporter of 2009, 2010, 2011, & 2012 Field of Dreams hunt for the disabled.