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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Family Finances
  • Cash Flow Management Strategies

Education

  • Carroll University, B.S. in Communication, 1987

Previous experience

  • Wells Fargo Financial Advisor, 2008-2021
  • A.G. Edwards, 2006-2008
  • STIFEL, NICOLAUS & COMPANY, 2002-2006
  • LISS FINANCIAL SERVICES, 1996-2002

Community participation

Commissioner of Woodland Conference- Highschool Sports

Interests

I have been fortunate to have a 30-year career as a sports official, primarily in basketball. I was honored to be selected to work the Wisconsin Interscholastic Athletic Association state tournament three times, including state championships in 2010 and 2014.

My photos

2 albums
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