Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Insurance
16
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.