I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. My focus is to help those serious about planning for their retirement income.

I joined Edward Jones as a financial advisor in 2001, opening the firm’s first branch office in McFarland, WI.

I earned a bachelor’s degree in business administration from Kansas State University. In addition, I received the CFP® professional certification in 2013.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

My family and I have lived in McFarland since 2003. I have been married to my wife, Amy, for 29 years, and we have three adult children and one grandson. I am an active member of the community, serving as member of the Lions Club, McFarland Food Pantry Board and McFarland Chamber of Commerce (past president).

My branch team includes Kathy, who has 20 years of experience, and Barb, who joined our team in 2021. They are both dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.