Originally from De Pere, WI, my wife, Brianne, and I made Madison, WI, our home in 2019. We've continued to expand our family with the arrival of our daughter, Vaida, in December 2020 and our daughter, Lainey, in 2022. I couldn't be more excited to serve the communities in the greater Madison area.

I work primarily with a select group of successful business owners and professionals who, among other things, aspire to a work-optional lifestyle. I believe that everyone has a "why" when it comes to building wealth, and I'm passionate about helping my clients find a "how" through our established process.

As your financial advisor, I'm here to ensure you never lose sight of the two essential elements of achieving your financial goals. What matters to you, and what you can control.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we'll partner to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I'm dedicated to ensuring my clients feel heard and cared for.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • College Savings
  • New Investors

My Personal Interests

  • Camping
  • Traveling
  • Spending Time with Family
  • Sports Enthusiast

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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