My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies

Education

  • BA, Economics, University of WI, Madison, WI 1990-1993

Previous experience

  • Morgan Stanley, 1993-2020
  • Principal Securities, 2020-2023

Interests

As a life-long resident of Milwaukee, I am a fan of all Wisconsin sports teams. Together with my wife Karen and our 3 children I love to travel and explore new places.