What does your next chapter look like? In my practice, I take great pride in serving a select group of families and travel enthusiasts, who are primarily concerned with transitioning to their ideal retirement lifestyle within 10 years.

The clients we partner with typically envision stepping away from the demands of their career/business, in full or in part, to enjoy a work-optional lifestyle with more time to travel and for what's important outside of work. Our established process helps you approach your next chapter with anticipation and ensures you have a design for your income after the paychecks stop.

The importance of a relationship with a trusted financial advisor is personal to me. Like many, my parents didn't develop a strategy around their finances and were unprepared when circumstances changed, leaving them vulnerable and anxious for the future. Seeing this firsthand, I felt there had to be a better way, and began my journey into helping others to prepare for their financial future.

My senior branch office administrator, Cara Sandrowski, partners with me to build personal relationships with our clients to serve them comprehensively.

In my personal time, I enjoy getting outdoors. Travel is a passion for my family, and as a craft brew lover, I enjoy discovering independent breweries all over. Being active in our community is important. Having served as director of the Hanson Business Network; president of the Kiwanis Club; member of the Hanson 200th Anniversary Committee; and president of Sigma Pi Fraternity, I'm grateful to have worked alongside so many other talented leaders.

We believe it’s important to invest time to understand you and what you envision before investing dollars. My clients and I embrace that we are working together in partnership with strategies personalized to fit their needs for the present and future.

If this sounds like you, let's invest some time together!

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Socially Conscious Investing

My Personal Interests

  • Traveling
  • Active Lifestyle
  • Outdoor Enthusiast
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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