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™ 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.

Family is incredibly important for me. I come from a long family of Edward Jones financial advisors. My dad (recently retired), two brothers, brother-in-law and my wife, Lauren, are all partners in the firm. Lauren and I spend most our free time with our two young daughters, Penelope and Charlotte.

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 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 Hours

Office Hours
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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