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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Investments
  • Small Business

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, 63, 65 and Life & Health Insurance

Education

  • B.S. Accounting, Madison Business College

Previous experience

  • Financial Advisor, Waddell & Reed, 2012-2021
  • Financial Advisor, Morgan Stanley, 2008-2012

Community participation

Madison Marathon

Saint Thomas Aquinas Catholic Church member

Interests

Traveling the Midwest to visit my four adult children and four grandchildren. St. Louis, Minneapolis and Manitowoc are where they call home. I enjoy almost anything outdoors, but particularly swimming, biking, and running are my favorite ways to keep in shape. Open water swimming at Devil's Lake State Park, biking Wisconsin's hilly country roads, and running the beautiful Military Ridge State Trail. I like to give back by both participating and volunteering at local running events. I enjoy Wisconsin's professional teams, as well as our Badgers locally.