I strive to treat every client like family. I am passionate about the legacy you leave on this world and inspired by what goals you accomplish on your journey. I am here to help you (this is all about you) meet your evolving financial goals within the varying phases of your life. I work with many professionals, including small business owners, medical professionals and engineers. I will help you make complex financial decisions to allow you to focus on what's important to you.

Providing service that creates value for you is one of my primary goals. Fees are a crucial piece of information when working with your wealth and I want you to understand all aspects. Some investors do not know what they are paying for their investments. That is unacceptable. Discussions centered around fees are part of the appointment process in my office and I strive to provide a portfolio that is as efficient as possible given your portfolio objective and long-term goals.

I earned my Master of Science and doctoral degrees from the University of Wisconsin-Madison. After helping individuals and business owners develop and implement business strategies for more than 10 years, I decided to follow my passion and work with long-term investors here at Edward Jones. I volunteer in many organizations and have multiple leadership roles at Edward Jones. I take great pride in training new financial advisors and also serve on our recruiting team to bring more financial advisors to the Edward Jones family.

My wonderful wife, Sarah, and I have been married for 16 years. She is a pediatric audiologist and has been at the Children's Hospital of Wisconsin for over 16 years. We have two boys, ages 11 and 13, and have lived in the greater Milwaukee area for 18 years. We love outdoor activities, including biking, hiking and spending time with our two Vizslas, Ruby and Wilson.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Personal Fitness
  • Hiking
  • Spending Time with Family
  • Pets
  • Sustainability

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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