Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Small Business
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™

Education

  • University of Wisconsin-Madison B.S., Consumer Science-Financial Planning 1988-1992

Interests

  • Family Travel and Activities (Swimming, Cross Country/Soccer, Jr. Golf, Music and more!)
  • Weightlifting/Exercise
  • Golfing
  • Playing the Trumpet
  • Traveling
  • Reading/Movies

Community participation

Watertown Lions Club member since 1995

Watertown Lions Club past President 2005-2006

Watertown Country Club Board Member 2007-2010

Buckets for Hunger, Inc. Board member since 2003

Watertown Aquatic Team (WAT) Vice President 2013-2014

WAT Treasurer 2013-2015

Parent Music Club (PMC) Treasurer 2019-

Awards & recognition

  • Ameriprise Circle of Success, 2005-2011, 2013