The most important part of my job is building a relationship with my clients. Whether it's learning about their family, their hobbies, recent trips or helping them achieve their financial goals, I treat everyone that steps into my office as an individual. My priority is to understand what's important to my clients, use an established process to customize a strategy and then partner with them to keep them on track.

Soon after graduating magna cum laude from Northern Illinois University, my wife and I decided to move to the Chippewa Valley to raise our family. My family and I have enjoyed every minute in West-Central Wisconsin.

I enjoy spending my free time with my wife, our two daughters and our three dogs. Whether we are running the kids around to extracurricular activities, spending the winters snowmobiling or spending the summers doing yard work, taking the dogs for walks or just enjoying the outdoors, you'll more than likely find us together.

I am the current president of Menomonie Area Business Builders, a past president of the Menomonie Area Chamber of Commerce Young Professionals, and a sponsor of the Dunn County Fish and Game, the Gifts of the Heart Banquet and the Dunn County Community Foundation.

Terri Hernandez joined my team in November 2021 and has previous experience in health care compliance and privacy and financial services. She is committed to ensuring our clients receive the highest level of service possible. She loves to travel with her two teenage sons and other family members. She is also a huge pet lover with two cats and one dog.

So, whether you're retiring soon and looking for options, a business owner searching for an effective plan, trying to consolidate your assets, planning to start a 529 plan for the kids, interested in long-term care or life insurance, or just wanting to learn about investing, I would really enjoy getting to know you and helping you achieve your goals.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Pets
  • History and Museums
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 05:30PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More