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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 7 License
  • FINRA Series 63 License
  • WI State Insurance License

Education

  • BBA, University of Wisconsin - Madison

Awards & recognition

  • Five Star Wealth Manager, 2013-2017

Professional associations

  • Life Member - Wisconsin Alumni Association

Previous experience

  • President and Owner, AIM Business Systems, Inc., 1980 - 1998, Milwaukee, WI

Interests

  • Spending time with family & friends
  • University of Wisconsin Athletics
  • Canadian Fishing Trips and other Travel