WORK EXPERIENCE
I began my Edward Jones career in 2000 as a financial advisor in Waukesha. Today, Edward Jones serves our community from ten convenient locations.

• 2000 - Present: Financial Advisor, Edward Jones
• 1993 - 2000: Financial Advisor/Sales Manager, Principal Financial Group
• 1985 - 1993: Retirement Plan Specialist, Sentry Life Insurance Company


EDUCATION
I attended the University of Wisconsin at Madison and graduated in 1978 with a bachelor's degree in actuarial science, risk management and life insurance.

In addition, I received the AAMS professional designation in 2004.

COMMUNITY INVOLVEMENT
I have been active in business and civic affairs in Waukesha for many years. I am also a member of Rotary and the City of Waukesha Chamber of Commerce.

ACCOMPLISHMENTS
I was instrumental in creating two family education funds that award scholarships and grant money.

FAMILY
I have been married to my wife, Patricia, since 1981. We have two children and six grandchildren.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Golfing
  • Genealogy
  • Traveling
  • Volunteering
  • Spending Time with Family

Office Information

Office Hours

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

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