My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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29
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
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Family Finances
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Professional associations

  • Financial Planning Association

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.

Interests

  • When I am away from the office, I am intentional about sharing my time with my best friend, my wife Kim, and our kids Nicholas and Katelyn
  • Getting to the gym and getting a quick workout in, picking up a golf club once in a while and planning trips for the family.
  • Travel. We especially love spending time on the north shore of Lake Superior enjoying outdoor activities like camping and mountain biking.

My photos

1 albums
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