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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Divorce Financial Planning
  • Employee Stock Options
  • Small Business




  • BS Finance/Economics, University of Wisconsin - Eau Claire

Professional associations

  • Certified Financial Planner

Community participation

  • Active member in my childrens school.
  • Coach of several kids sports teams.
  • 30 year member of the Elks.


  • My major interest is family.
  • I spend most of my free time with my wife and 2 children.