I serve professionals and their families from all over the Midwest to help them accomplish their goals by utilizing customized investment strategies tailored to their unique situation. We use virtual meetings, texts, email and calls to keep things fast, simple and easy to work with. My clients have busy lives, so I focus on getting them what they need when they need it.

My passion for finance and investments was born in me at a young age, as my parents were small business owners after retiring from the U.S. Army. They taught me how to treat people, how to effectively market to new clients, how to keep the books and how to invest for the future.

I met and married my high school sweetheart, Krista, just about 20 years ago now. We have nine children together (a whole baseball team!) so you know we’ve got a busy life! We enjoy hiking, camping, swimming, fishing – basically anything outside. The La Crosse area is so beautiful and perfect for our active family.

I love to work with families as well as small business owners and corporate executives. I know first-hand the challenges they face from having been in their shoes. I also focus on folks already in retirement or just about to retire. They have worked hard their entire life and now, it’s time to make sure their assets provide the income they need.

You work hard. Your money should too. Reach out and let’s connect.

Connect with me if:
1. You are retired or are near retirement and seeking a retirement income strategy.
2. You are in transition workwise and are wanting to explore your financial options.
3. You have a family and are balancing investing for retirement and saving for education expenses.
4. You are a business owner or executive looking for professional advice and guidance.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • College Savings
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Hiking
  • Camping
  • Real Estate

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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