I help my clients create their ideal financial life: now, into and through retirement. Whether they want to make a career change, send children to college, enjoy a work-optional lifestyle or prepare for life’s unexpected twists and turns, I work closely with my clients to develop a customized strategy to help them achieve their financial goals. In order to better serve my clients, I earned the Accredited Asset Management Specialist™ (AAMS®) professional designation*.

I employ an established and personalized 5-step process to help build investment portfolios and assess risk according to each client’s tolerance level. Investing can sometimes feel complicated and overwhelming, so I provide easy-to-understand answers to questions in a comfortable environment.

Edward Jones has recognized me for my outstanding performance and commitment to helping my clients succeed. I received the Ted Jones Prospecting Award in 2015; the Eagle Award for Exceeding Expectations in 2017 and 2018; the Sr. Founders Achievement Award in 2018; the Century Award in 2018; and the “TNT” Client Development Award in 2018. I am proud to serve as a level leader, coaching newer financial advisors in my region.

Outside the office, I make the most out of living in the beautiful Madison, WI area: hunting, playing golf, hockey and water sports. As a Lions Club member, I have the opportunity to support and give back to my community. I am enjoying my new role as a father to our daughter, Penelope, and spending time with my wife, Lauren, who is also a financial advisor with Edward Jones!

I believe that working hard and doing what you love will bring you great joy and fulfilment, and I’m honored to live that philosophy as a financial advisor with Edward Jones.

* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Golfing
  • Hockey
  • Hunting
  • Music
  • Racquetball

Office Information

Office Address

2810 Crossroads Dr Suite 3300 Madison, WI 53718

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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