Growth is a fundamental element of our daily lives. Physical and mental growth is unavoidable; emotional and social growth is challenging; financial growth is essential. To help us navigate each phase, we often rely on the experience of others to keep us on track: our parents, teachers, coaches and medical professionals. Often, there is no shortage of support within the communities we build.
When it comes to evaluating financial growth, most investors want to maximize their gains while protecting their assets. How do we accomplish this? Together, we will develop a long-term strategy that is personalized for you, responsive to change and monitored often. I don’t believe in cookie-cutter portfolios. I do believe in customizing financial strategies based on individual goals, income needs and investment beliefs – such as socially responsible investing.
I have been a financial advisor since 2008. I graduated from the University of Iowa with a B.A. in economics, where I met my wife, Megan. Life has offered us many shared adventures: we married in 2007, adopted a wily shelter dog and have one daughter and one son. I am a board member of both my neighborhood association and BGCDC. We volunteer for many community events, including fundraising for childhood cancer research at American Family Children’s Hospital.
My Branch Office Administrator, Jodi Galante, is an important part of my team in getting to know what is important to our clients. Making sure that a client's needs are taken care of with respect and attention to detail is her passion. She grew up in Baraboo and now lives in Madison with her husband, Tom, and two daughters.
Together, Jodi and I have 40 years of experience in financial services. Our desire is to serve our clients as they deserve to be, by focusing on their definition of financial success.
In addition to your financial health, we care about your holistic growth as a person – to be the best version of yourself for the ones you care about the most.
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Divorce Finances
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast