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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies


  • FINRA Series 7 & 63 General Securities Representative, Uniform Securities Agent


  • B.S. Iowa State University, 1992

Community participation

  • Treasurer - De Pere Voyageur Hockey Booster Club Board
  • Coach - De Pere Youth Hockey Association


  • My wife and I have a daughter and three sons.
  • Our daughter is a junior at University of Wisconsin Stout, we have a son in his freshman year at Northern Michigan University, and twin sons in their sophomore year of high school.
  • I am an outdoor enthusiast. I greatly enjoy passing on that enthusiasm to my kids through hunting, fishing, and boating.
  • I also enjoyed coaching my boys in hockey, but those days are behind me. We still have a few more years left of watching the twins play for the De Pere Voyageurs.