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
35
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
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BA with major in Finance from University of Wisconsin- Green Bay - 1987

Community participation

Active member of Green Bay Southwest High School Booster Club

Founding member of Green Bay Southwest High School Stadium Enhancement Committee

Interests

When not working with my clients and my business, some of my outside activities include hunting and fishing as well as coaching and organizing youth sports. As my two daughters grow and become more involved with sports, I find myself doing less competitive fishing and more coaching. That is all good with me since it will not be long and they will be out and on their own.