I became a financial advisor right out of college, and I’ve been hooked on the challenge of creating appropriate financial strategies for my clients ever since. Each investor has a unique set of circumstances, values, perspectives on success and goals that all need to be taken into account in order to create a holistic strategy. Whether their motivation is personal, their family or their business, I listen to their concerns, answer their questions and give them honest feedback about their progress.

There’s nothing I love more than learning the stories that bring investors into my office for the first time. Helping others succeed has always been important to me, and being there for my clients in times of volatility and stress is an honor. Most importantly, working at Edward Jones allows me the freedom to partner with clients based on our compatibility and shared values, giving me the opportunity to work with individuals of all net worth's and backgrounds.

My office in Waunakee, WI, serves clients from Dane County and across the state. With many of my clients spending winters in warmer climates, we also offer our services to out-of-state investors. Our wonderful branch office administrator, Joannie, keeps track of accounts, paperwork and important events in our clients’ lives, and also offers the same level of attentive, friendly customer service to anyone who contacts our office.

I dedicate a lot of spare time to giving back to my community. I am particularly proud to serve on the board of the Friends of the Waisman Center, which helps provide support and funding for the advancement of knowledge of human development, developmental disabilities and neurodegenerative diseases.

My wife, Elizabeth, and I have a wonderful family of two kids and many pets. We are avid Wisconsin sports fans. My wife spends her time with her gardening business building and maintaining the beauty of her clients' yards.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Camping
  • Fishing
  • Outdoor Enthusiast
  • Football

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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