Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
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
  • Estate Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • Series 7
  • Series 63
  • Series 65
  • Life, Accident and Health

Education

  • BS, Finance & Business Administration - University of Dubuque, 2000

Interests

I enjoy spending time with my wife Sara and three children, Maci, Bode, and Ty. I am involved in coaching my children's sports teams and am an active volunteer in my children's schools. Our extracurricular activities include boating, skiing, all sports, fishing, fireworks, BBQ and anything to do with the outdoors.