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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies


  • Series 7, 9, 10, 31, 63 & 65


  • Valparaiso University, Valparaiso, IN - BS Business Admininstration - May 1997

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022-2023
  • Ameriprise Circle of Success, 2017-2022
  • The Filla Latzke Group, Ameriprise Client Experience Award, 2021

Previous experience

  • Financial Advisor at Morgan Stanley, 2003-2016
  • Financial Advisor at Strong Investments, INC, 2000-2003

Community participation

Our family believes in supporting the community. Here is a partial list of organizations we support:

  • St. Francis Borgia Church and School - Cedarburg, WI
  • Rogers Memorial Hospital - Oconomowoc, WI
  • Children's Hospital WI
  • Challenged Athletes Foundation

We have supported many other organizations by taking leadership positions of non-profit organizations. Some organizations and roles include:

  • Past Chairman and Board Member of Catholic Memorial High School
  • Past Committee Member of The Lombardi Golf Classic
  • Past Advisory Board Member of the Medical College of Wisconsin DDC
  • Past Board Member of The Milwaukee Community Sailing Center


I enjoy exercising, all things fitness and anything outdoors. I love to compete in triathlons and running events and enjoy the game of golf. Our family loves to ski, snowshoe, and be in the mountains. In the summertime, we visit my wife's (Val) family lake home often to waterski, boat, fish, swim and play games. Val and I enjoy traveling, food and wine and I like to cook. Nothing makes us happier than spending time with our family and watching our daughters compete in equestrian events and soccer.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.