I enjoy working with my clients – from helping them organize and plan for their goals, to managing their assets and helping ensure their financial house is ready for the future – it's always a rewarding experience.

As an Edward Jones financial advisor with the CFP™* designation, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. It's also important to understand your risk tolerance so we can balance it with the steps necessary to reach your long-term goals.

We will work together to develop specific strategies to help you achieve your goals, including:
- Planning for retirement
- Managing your business
- Saving for education
- Protecting your family's financial future

We can also help monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

My wife, Melissa, and I have two wonderful children. We are active in our church and our children's activities, as well as musical activities in the Wausau area. We enjoy the outdoors year-round, whether summer hiking and biking, or winter sledding and snowshoeing.

I feel my best work is done for families and businesses who see the value of personal advice and welcome teamwork. If that sounds right to you, we can partner to develop a coordinated strategy to help grow and protect wealth over a lifetime. Relationships are the key to success!

*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.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Insurance & Annuities
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Camping
  • Music
  • Hiking
  • Football

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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