I’ve had the privilege of serving clients and helping them achieve their financial goals in the Chippewa Valley for the past 18 years. My career with Edward Jones began in 2004. I became a limited partner in 2008 and earned the CFP® certification in 2014. I’ve actively served in various leadership roles within our region and currently serve as a program leader for the Optimize Your Practice program for financial advisors in the U.S. and Canada, presenting strategies to help maximize the client experience to our firms’ top advisors.

I grew up in a small town called Birchwood, WI, and treasured the outdoors with idyllic memories of receiving a dollar and some change, spending it on bait and fishing the summer days away. The love of the outdoors is a part of my nature. I enjoy hunting, fishing, golf and just about anything outdoors, and I love swapping stories with clients. These days, I am lucky enough to enjoy the same pastimes with my own family. My wife, Jill, and I have three children, Allison, Madilyn and Paige, and we live in Jim Falls, WI.

My team consists of myself and Holly Nelson, Senior Branch Office Administrator, who has over eight years of experience. Ideally, we’d prefer to ask our clients to describe the way our Edward Jones branch office operates as they are the best source of evidence regarding our competency, integrity and customer service practices. We do place an exceedingly high value on client service excellence, taking pride in getting to know our clients on a personal level and caring for their overarching goals.

We frequently utilize a team approach with CPAs, estate planning attorneys and other insurance professionals in our area. It is our obligation to hold ourselves to a high level of responsibility for our client’s overall financial wellbeing and satisfaction.