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

  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Saving for Education
  • Charitable Giving
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7, 63, 65 and Life and Health Insurance

Education

  • BS, Finance, Marquette University
  • Associates, Business Administration, Milwaukee Area Technical College

Interests

Love spectator sporting events -- especially baseball. Coached little league baseball at West Madison from 2010-2018. I am a big music fan, and have attended more than 500 concerts in my lifetime. I really enjoy rock/classic rock ... mostly from the 60's/70's and 80's. I am a fan of playing tennis. I belong to The Powless Tennis Club in Madison. I have also recently taken up practicing yoga. I like cooking, and have done many pig roasts for family and friends.

Community participation

West Madison Little League...Light the Night...River Food Pantry

Professional associations

  • FSI - Financial Services Institute

Previous experience

  • Financial Advisor, Waddell & Reed, 2012 - 2021
  • Financial Advisor, Morgan Stanley and Co., 2001-2012
  • Financial Advisor, H&R Block Financial Advisors,, 1992-2001