Advisor profile

What you can expect when you work with me

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.

Get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

  • BS in Organizational Communication University of Wisconsin, Stevens Point 1990

Community participation

Interests

Enjoying time with family, friends and the clients I am lucky enough to have the privilege of working for.

Spending time outdoors, fishing, hunting and camping. Traveling to Iowa City and Kansas City to see my two oldest boys and new addition, Scarlett, our 1 year old granddaughter.

Cooking for the guilty pleasure of eating more than I should.

My photos

1 albums
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