Advisor profile

Radiant Positivity and Enthusiasm for Service

In pursuing excellence in all that I do; my goal is always to, “help people, help themselves — so that they, in turn, will help others.”

10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Christian Financial Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Financial planning for small business
  • Investment Management
  • Investments

Education

  • Saint Norbert College - Bachelor of Business Administration
  • Wayland Academy - High School Diploma

Awards & recognition

  • Alacrity Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2025

Interests

· Born in Chicago, raised on an apple farm in Michigan, and attended high school (Wayland Academy) & college (Saint Norbert) in Wisconsin.

· Lives in Mount Horeb with his wife (Emily), daughters (Valeria “VV” – 7, Adeline “Addy” – 5, & Holland “Holly”– 2), cat (Zoey Phoebe), and dog (Gouda).

· Serves as a Volunteer Firefighter, middle school football coach, and is a former Trustee for Wayland Academy.

· Die-hard fan of the Packers, White Sox, Wolverines, Badgers (in that order).

· Enjoys the outdoors, hunting, golf, card & boardgames, trivia, books, and live music.