The weight of life's complexities and concerns should not be carried by any one person. I find purpose helping shoulder those weights as a trusted confidant for the families that I am privileged to work alongside.

With the help of my branch office administrator, my primary goal is to help families, as well as individuals, develop an investment strategy geared toward their unique, long-term goals, priorities and plans. The personalized approach we take tailors your experience in a unique and thoughtful way. Beginning with the prioritization of your goals, we can begin working toward the results of achieving them and defining what's important to you and your family.

My family and I have been lifelong residents of Waukesha County. My wife, Cindy, and I have raised our two daughters, Jessica and Megan, watching them grow up in Dousman. We have a passion for spending quality family time together and vacations to Disney.

Having joined Edward Jones in 2006, I became a limited partner with Edward Jones, and along with my branch office administrator, serve the Waukesha area by caring for our clients and their families. Our focus is on you. I implement a strategy and follow through. We use an established process to help achieve a personalized level of service that encompasses your needs and those of your family.

If you become a client of ours, know that our commitment is to understand what's important to you and the people you care for or about. Our goal is simple – we want to work alongside you, have a strategy that guides your path and see you achieve the things that truly matter.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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