I joined Edward Jones because I have a sincere desire to help people become more financially secure. My parents were hardworking state and federal employees who focused on the success of their three kids. They worked really hard to send me and my siblings to the best private high schools and colleges that they could afford. Their jobs also allowed them to take us on memorable vacations throughout the country that I will never forget. Unfortunately, they were not able to save more money for their retirement. I always felt that if they had a financial advisor who understood their goals and dreams, they would have been more financially secure.

This is why I became a financial advisor. My goal is to understand what is important to my clients. I use an established process to build personalized strategies to help each client reach their goals. My Edward Jones team and I partner together throughout our client's lifetime to help keep them on track.

Before joining Edward Jones, I had a 10-year career as a commodities broker at the Chicago Board of Trade. For 20 years, I did business-to-business sales. In 2013, I joined Edward Jones as a financial advisor. My unique experience has given me a special eye toward understanding the complex world of finance and how it – and our concerns in life – are intertwined.

My wife, Jane, and I have lived in Shorewood since 2001. We have two children, Henry and Tessa. Henry recently graduated from the University of Iowa with a B.S. in engineering and works in Minneapolis. Tessa is a junior at the University of Minnesota and is majoring in strategic communications. We also have a 3-year-old red lab named Rosie.

A big part of what I do is give back to the community where I live. I currently serve as a commissioner on the Chief of Police Board and am a member of the Shorewood Business Improvement District (BID) and the Shorewood Men's Club. I also am a member of the Rotary Club of Milwaukee.

I would love the opportunity to learn more about you, your family and your goals and see how I can help.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Golfing
  • Scuba Diving
  • Skiing
  • Traveling
  • Swimming

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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