Advisor profile


My approach

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

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
36
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

Education

  • University of Wisconsin Stevens Point BA degree

Interests

  • Boating
  • Bicycling
  • Snowshoeing
  • Downhill Skiing

Community participation

North Lakeland Education Foundation, Tomahawk Lake board member

Manitowish Waters and Minocqua Chambers of Commerce, Green Circle Board, past chairman

North Lakeland Discovery Center, Community Foundation of Central Wisconsin, past officer

Awards & recognition

  • Ameriprise Circle of Success, 2008