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
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Insurance
  • Sustainable and Responsible Investing

Education

  • BA Business Economics, Beloit College- Beloit, WI

Interests

Growing up, I was always an active person, and still I am. I love sports, but I especially enjoy mixed martial arts, basketball, football, and baseball. My favorite teams are the Bulls, Bears, and Cubs!

I was a collegiate baseball player, but now that I am "retired" I stay active by going to the gym 4 or 5 times per week. Being active and working out has become a non-negotiable part of my day, and I have become very passionate about living a healthy lifestyle.

Outside of sports and being active, I love to cook and try new restaurants with friends.

I also love music, and have been playing the saxophone since I was 10 years old!