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
19
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
  • Executive Compensation and Benefit Strategies
  • Investments
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Wisconsin-Stevens Point: Dual Major in Business Administration and Economics

Community participation

Starting in June of 2015, Stephanie, Ayden, Mason and I spend a day volunteering at UWSP for the annual State Summer Games where nearly 1,500 Special Olympic athletes compete. We got involved with this cause to not only give back to our community, but to teach our children about the value of volunteering.

We also continue to volunteer with our children in other various activities including Christmas bell-ringing and helping out at the Salvation Army kitchen.

Interests

  • I am passionate about spending time with my wife Stephanie and 3 sons, Ayden, Mason & Paxton. Together we enjoy being outdoors, various organized sports, swimming and learning about our natural environment through camping and Cub Scouts.
  • My other hobbies include watersports, woodworking and keeping physically fit.