I help people achieve their best financial lives now, into and throughout the future. My clients partner with me because we spend quality time together in order to completely understand what is most important to them.

There can be many moving parts including short- and long-term goals, comfort with risk, tax information, family dynamics and more. I aspire to help you achieve your personal vision of happiness by showing you all of your financial options and assisting you with information on what is appropriate for you and your family.

Life comes with many unexpected turns and surprises; by making recommendations that are data-driven and in line with your risk tolerance, we help keep you on track to live every day with confidence that you are prepared for what life holds in the future.

Meetings with my clients include reviewing goals that are in place, discussing any market volatility concerns and tolerance for risk, reviewing performance to date and what to expect in the future. When I sit down with clients, I want to make sure they feel understood and knowledgeable about their portfolio and how we will be working together in the days ahead.

In addition to personal meetings, I hold educational seminars for the community on topics such as social security, healthcare in retirement, market updates and IRA and estate considerations. Beyond work, I contribute to our community as the Menominee Kiwanis Club president, a member of the Menominee Downtown Business Association board of directors and as the Chamber of Commerce Young Professional chairperson.

I strive to be a "life-long-learner" and work hard while enjoying what I do. I wake up every morning grateful for my wife, my work and all the opportunities I have to improve our community and our clients' lives. I am enthusiastic in all parts of my life, including my work and every meeting with my clients. If you are ready to live your best financial life, I am ready to talk to you.

Focus areas

  • Wealth Strategies
  • Socially Conscious Investing
  • LGBT Finances
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Reading
  • Music
  • Pets
  • Sustainability
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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