I want to understand what is important to you. Everyone's story is unique, and I want to hear yours. Since 2007, I have used an established process to build personalized strategies to help clients achieve their financial goals.

I best serve clients who are serious about retiring and value a long-term relationship built on trust. Clients who work with me can expect:
- Transparent explanation of fees
- Clear, timely communication on markets and volatility
- Advice on how to achieve your goals

In 2019, I became a limited partner with Edward Jones and received the CFP® designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

My wife, Amy, and I have three children and have lived in Appleton for the past 12 years. Originally from Neenah, I enjoy living in the Fox Cities and look for ways to serve our community including:
- Noon Optimists (Youth Appreciation Chairperson. President in 2011 and 2015)
- Parks and Rec Baseball Coach
- Appleton Alliance Church Youth Volunteer
- YMCA of the Fox Cities Board Member

I partner at the office with my senior branch office administrator, Diane Richardson. Diane has 14 years of experience and is dedicated to providing you with the highest level of service possible. As a team, we strive to add value in every conversation, meeting and correspondence we have.

I would like to provide the answers to your questions so you can make smart, informed, financially sound decisions. I look forward to partnering together to achieve what is most important to you. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Golfing
  • Reading
  • Running
  • Home Improvement

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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Branch Team

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