My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
32
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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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
close