My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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41
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
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • BA, University of Delaware, Newark, DE

Professional associations

  • Financial Planning Association

Interests

Huge fan and stockholder of the Green Bay Packers football team.

Daughter Jenny is a graduate of the University of Wisconsin, Madison.

Have lived in the Fox Valley for the last 24 years.

Hobbies include uncovering the hidden connections in the music of the 70s, 80s and 90s.