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

  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Registrations:
    Series 3, 7, 9/10, and 65

Education

  • B.S. Economics, University of Wisconsin-Madison, 1985

Interests

- Enjoy spending time with my two daughters, Olivia and Stella

- Enjoy the challenges of golf

- Enjoy the endless pursuit of study and practice in markets

Previous experience

  • Senior Vice President - Wealth Management, UBS, Madison, WI, 2009-2020
  • Senior Vice President - Resident Branch Manager, Wachovia Securities, Madison, WI, 2000-2009
  • Second Vice President, Smith Barney, Madison, WI, 1989-2000