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

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investment Management
  • Small Business
  • Retirement Planning Strategies
  • Family Finances
  • Business Retirement Plans
9
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

  • Bachelors of Business Management, Viterbo University, 2010-2014

Interests

  • My favorite thing to do is spend time with my wife Jenna, family, and friends.
  • I grew up playing hockey and like giving back by helping coach youth hockey.
  • I like spending time with my puppies, Denali and Rocky.
  • I am an avid sports fan ( Green Bay Packers, Minnesota Wild, and Chicago Cubs).

Community participation

West Salem Youth Hockey Coach (2010-Present)

  • West Salem Youth Hockey