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
31
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
  • Family Finances
  • Investment Management

Education

  • BA, Economics, University of WI, Madison, Wisconsin

Previous experience

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

My Approach

As a financial advisor, with 30 years of experience in the financial services industry, I focus on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. I take a comprehensive approach  to financial planning and look to provide innovative strategies to business owners designed to help them with their business, their employees, and their personal lifestyle. I pride myself on working to gain the confidence of my clients to help them preserve and grow their wealth.

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.