Advisor profile


Your partner in planning for a confident future

My team and I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through comprehensive planning and investment strategy. At Eventus Wealth Advisors, we start with your story and then have a conversation about key financial areas including covering essentials, ensuring you’re living your life to the fullest, preparing for the unexpected, and leaving a legacy.

By providing trusted guidance and identifying clear steps to take toward your goals, we help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education
12
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors of Business - Finance, University of Wisconsin - Whitewater 2005-2009

Interests

  • Spending time with family - everyone wants to see our young sons
  • Biking and going for walks around town
  • Watching the Badgers, Brewers & Packers - mostly on TV, but in person when we can