Raised in the Copper Country, it was while serving in the U.S. Marine Corps that I first became aware of the number of people who either didn't understand finances or didn't have a plan in place. After deciding to leave the Marine Corps, I received my bachelor's degree in finance before also receiving my M.B.A from Michigan Tech University.

From my experience as a financial advisor with Edward Jones, I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money. We don't just help you retire – anyone can do that. We work with you to fulfill any goals you have, like saving for your children or grandchildren's college, gifting or giving back to the community or institutions you support, or just trying to protect the financial future of the ones you care for the most. We work together to develop specific strategies to help you achieve these goals. We monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service

Providing comprehensive wealth strategies involves more than just investment guidance. We work with your attorney and tax professional to address the entire scope of financial concerns, including how to mitigate taxes, address estate considerations and wealth protection strategies, as well as charitable giving, to customize a strategy that is appropriate for you and your family.

Besides adventuring in the Keweenaw, I coach high school soccer, am a member of the Houghton Rotary and enjoy helping with local nonprofit groups as well as educating students on the basics of handling money. My wife, Krista, and I live in Houghton with our daughter, Eleanor, and two Huskies.

Together with Jill and Bree, I'd be honored to get the chance to know you and help you achieve your financial goals. Reach out to us anytime for a complimentary consultation.