One of my favorite memories from childhood is of saving money. Every time we would come home from the grocery store, my parents would give my sisters and me their pocket change to place into a gigantic plastic soda bottle-shaped piggy bank. It would take us almost a whole year to completely fill it. This was one of the many life lessons that I learned about money as a child. Investing takes patience over a long period of time.

After college, I served in several Dodge County communities as a teacher in multiple capacities. Many of the same attributes I applied as a school teacher have helped me serve my clients as a financial advisor. In 2012, I joined Edward Jones because they share these same attributes. 1. Be a good listener to find out what's important to my clients. 2. Assist clients to create a personalized financial strategy. 3. Mentor clients through volatile moments both in the markets and in life. 4. Partner with my clients to measure progress and stay on track.

My wife, Heidi, and I have four children. Our home is Beaver Dam and we enjoy many of the parks, recreational activities and restaurants the community has to offer. Most of our free time is spent outdoors, watching movies, playing musical instruments and watching our children learn new hobbies and sports. Heidi and I are active participants in the Horicon Lion's Club, Dodgeland Dollars for Scholars and Youth Baseball.

I am grateful to have Mary Jo Homan as my branch office administrator. She brings over 15 years' experience in business management and client hospitality services. Her experience and dedication is instrumental in helping our clients achieve their goals.

We value providing a custom-tailored experience as every client has unique goals and needs. Mary Jo and I are ready to partner with you to create a strategy, track your progress and celebrate your success together. Give us a call or stop by the branch - we look forward to working with you.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Socially Conscious Investing

My Personal Interests

  • Traveling
  • Sports Enthusiast
  • Movies & Entertainment
  • Gardening
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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