Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care®

Education

  • B.S. Personal Finance, University of Wisconsin - Madison

Community participation

I am also an elected member of the New London Utility Commission. As municipality owned entity, we help set policy, provide guidance, and help establish the overall vison of the community utility.

  • Board Member: New London Utilities

Interests

I enjoy hunting, fishing, golfing, and rooting on the Badgers and Packers with my wife, Alex. We have been blessed with two boys who are our world. They continue to grow before our eyes and teach us what life is all about!

We also love playing and exercising with our rescue dogs, Koala and Kira. They are both chocolate lab/Australian shepherd mixes and keep us on our toes.