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.
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
My Personal Interests
Office Address2810 Crossroads Dr Suite 3300
Madison, WI 53718
Phone NumberDavid O'Brien at (608) 630-8550
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