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
37
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
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

  • Bachelor of Science, Business Administration, Marquette University, Milwaukee WI

Previous experience

  • Financial Advisor, Ameriprise Advisor Services, Milwaukee WI, 11/01/1989 - 10/05/2009
  • Financial Advisor, RSM McGladrey, Wauwatosa WI, 10/18/2002 - 7/10/2003
  • Financial Advisor, H&R Block Financial Advisors, Milwaukee WI, 6/30/2003 - 6/30/2003
  • Financial Advisor, Offerman & Co, Minneapolis MN, 2/24/1987 - 10/30/1989

Community participation

  • Feeding America

Interests

  • Spending quality time with family and friends
  • Outdoor activities: Snow and water skiing, horseback riding, micro-farming, hiking, camping & golf

My photos

2 albums
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