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

Areas of focus

  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Retirement Planning Strategies
  • Financial planning for small business
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Insurance
  • Investments
  • Business Retirement Plans
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Family Finances
  • Executive Compensation and Benefit Strategies

Education

  • Mosinee High School - Diploma
  • UW-Stevens Point - Bachelors degree in Finance and Business Management

Community participation

Volunteering at various children's sports camps around Wausau and Stevens Point