Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Family Finances
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS, Finance, University of Wisconsin-La Crosse, La Crosse, Wisconsin, 1997

Interests

When I'm not spending time with my family, I enjoy playing golf in the summer and snowmobiling in the winter. In the past few years, I've developed a fondness for triathlons and have competed in 4 Ironman 70.3 races.

Community participation

Assistant Coach - Byron Boy's Golf