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

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


  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠


  • Bachelor of Science-Business Administration, University of Wisconsin - Stout, 2001


My wife, Sara, and I have two children, M'lain and Tucker. They keep us very busy!

We love spending family time at the cabin and having fun on the lake.

Community participation

Real Life Academy Volunteer

Boys & Girls Club of the Greater Chippewa Valley Volunteer

Feed My People Food Bank

Adjunct Finance Instructor at UWEC