As a financial advisor, I am committed to understanding what is most important to you by getting to know you on a personal level and understanding your goals and the life you've been dreaming of. I will work with you using our established process to develop a personalized strategy centered around your financial needs and goals. I will partner with you over your lifetime to help keep you on track towards reaching your financial goals.

Prior to becoming a financial advisor in 2018, I worked in sales in the construction materials industry for 18 years. During that time, I gained valuable experience building relationships with business owners and individual homeowners. I made the decision to become a financial advisor because I wanted to be able to change the lives of my clients and help them accomplish their financial goals. Helping and seeing my clients accomplish their goals is very rewarding. I look forward to serving the citizens of Peshtigo and the surrounding area.

I grew up in the small town of Oakfield, WI and relocated to Northeast Wisconsin to attend college. I earned my Bachelor of Science degree in business management from the University of Wisconsin - Green Bay in 1998. I relocated with my wife and children in 2018 to Peshtigo to have the opportunity to begin my career as a financial advisor and open a new branch in Peshtigo.

My wife, Brandy, is a nurse practitioner in Marinette, WI. We have four kids, Nicholas, Kayla, Riley and Lily. We have two cats and a dog. Our kids keep us busy with their sporting activities: swimming with the M&M Stingrays, playing softball, basketball, volleyball and track. In our spare time, we love to go camping with friends, golfing, traveling and spending time as a family.

I am a member of the board of directors for the Peshtigo Chamber of Commerce.

If you need a financial strategy or would like to review your current one, I offer complimentary consultations and would welcome the opportunity to hear from you.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Income Strategies
  • College Savings
  • Divorce Finances

My Personal Interests

  • Camping
  • Spending Time with Family
  • Golfing
  • Bowling
  • Home Improvement

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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