Advisor profile


What you can expect when you work with me

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.

Get started

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science-Health and Human Performance, University of St. Thomas, 2011-2015

Interests

- I was born and raised in Green Bay, WI

- I attended the University of St. Thomas in St. Paul, MN from 2011-2015, where I earned a Bachelor of Science degree in Health and Human performance, and played football for 4 years

- I moved back to Green Bay in 2017 to become a financial advisor

- I am passionate about traveling, staying active, and spending time with family and friends

- I enjoy being on the lake, boating, and skiing during the summers, and snowmobiling with my family during the winters