Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • Bachelor of Arts, Communications, Concordia University-Wisconsin, Mequon, Wisconsin

Professional associations

  • Concordia Alumni Association

Previous experience

  • Financial Advisor - First Vice President at Wells Fargo Advisors, 2007-2013
  • Financial Advisor at Benjamin F. Edwards & Co, 2002-2007
  • Investment Advisor at Piper Jaffray, 1995-2002
  • Investment Executive at RBC, 1994-1995

Community participation

American Society For The Prevention Of Cruelty To Animals

Habitat For Humanity

Wisconsin Humane Society

Feeding America

Sea Shepherds Wildlife Conservation

Interests

My true joy is my relationship with my daughter Kimberly. She got married October 1st of last year and moved to Madison. She’s my best friend, and I’m incredibly proud of her.

I love music, whether listening or playing. I’m a drummer, but only started lessons as an adult. I’ve come a long way in a short time.

I’m an animal lover, with my favorite being dogs.

I enjoy running and working out. Well, I’m not sure how much I actually enjoy those activities, but I certainly like the result.

My photos

2 albums
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