Being an Edward Jones financial advisor means combining my love for helping others with my passion for delivering results. After years of working at a computer software company working on large-scale healthcare implementations, I wanted to more immediately see the impact of all the good work we are doing. I wanted to work in a career where I could still help people but would be able to have a relationship with my clients and directly see the impacts of our work, which is why I joined Edward Jones in 2010.

As a financial advisor, I understand that it seems like there are a million choices facing investors as they search for a person or organization to partner with. What sets our branch team apart, however, is the individual attention and services we provide each of our clients. We pride ourselves on looking at your unique situation, working with other trusted professionals, like your attorney or CPA, and designing a customized plan based on your unique goals.

We know you aren't just your accounts or investments, which is why we look at the bigger picture to make sure the decisions we are making together are in your best interests. We want to maximize your dollars to achieve the goals that are important to you, which is why we believe in collaborating with our clients to solve challenging situations and develop plans that bring you closer to your unique goals.

Our office, in Fitchburg, WI, is proud to serve individual investors living in Madison and the surrounding areas, as well as out-of-state clients. Because we're licensed in 41 states, our team is well-versed in using digital platforms to provide the same exceptional level of service to clients across the country. Whether they're next door or hundreds of miles away, our clients can count on our branch office administrators, Teresa and Bonnie, to make them feel like family as we work together to support them and their financial goals.

Outside the office, I have a 10-year-old son that keeps me on my toes with his many sporting events. When I'm not cheering him on in karate, football, baseball or basketball, you can find me taking in the gorgeous Wisconsin nature from the seat of my motorcycle. I compete in triathlons, having completed numerous sprints, Olympics, 70.3 and 140.6 Ironman miles. I look forward to continuing to compete in other parts of the country in the coming year.