I've been a financial advisor for 19 years at Edward Jones. During that time, I've recruited over 50 Financial Advisors to the firm and have been fortunate to hold many leadership roles within our company. Currently, as a regional leader, I'm responsible for leading 59 other branch teams in the South-Central Wisconsin market.

Branch office administrators, Kristin Provenzano and Paul Tahtinen, have partnered with me for 15 and four years respectively. Kristin and her husband, John, have two adult children and are now responsible as parents for their dog, Mazy. Paul and his wife, Alex, were married in 2019 and are now working into parenthood with their puppy, Watson.

I grew up on 5th street in Kiel, WI, graduated with a mathematics degree from UW-LaCrosse and hold the Certified Financial Planner® designation*.

My wife, Heidi, and I have two sons who are 12 and 15 years old. We are still trying to figure out parenting.

In my next life, I'd like to play drums in a band. Until then, it has been a privilege to partner with our clients to help them achieve the goals that are most important to them and their families.

* 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.

Office Information

Office Hours

Office Hours
Mon 07:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 05:00PM
Fri 07:00AM - 05:00PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More