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

  • Investment Management
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Insurance
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7&66 General Securities Represenative, Uniform Securities Agent
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Associates Degree, Business Management, Chippewa Valley Technical College, Eau Claire, WI

Interests

I enjoy touring the bike trails around Antigo, WI

I enjoy competing in silent sports (cycling, skiing).

I have completed the American Birkiebeiner, North America's largest cross country ski race.

Community participation

  • President; Langlade County Economic Development Board
  • Founder of a cycling team in Antigo, WI
  • President; Antigo Bike and Ski Club