As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals

Working closely with you and your CPA, attorney and other professionals, I can help determine an appropriate financial strategy for you and your family.

I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I served our country for six years in the United States Air National Guard, stationed in Duluth, MN.

My wife, Lori, and I live on a small hobby farm with our two sons, William and Kaleb. We enjoy all outdoor activities.

Active in the community, I am the current president of the Portage Kiwanis Club and Business Improvement District, vice president of Durwards Glen, board member of Portage Public Library and United Way, ambassador for the Portage Chamber of Commerce and a member of the Portage Service Club Association and Knights of Columbus of Portage.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Fishing
  • Camping
  • Hunting
  • Spending Time with Family
  • Farming

Office Information

Office Address

240 W Cook St Portage, WI 53901

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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