As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what's important to you. The financial world can sometimes seem like foreign territory; I will work one-on-one with you using an established process to help you build strategies to achieve your financial goals.

Prior to joining Edward Jones, I was a divisional controller. I came to Edward Jones in 1993 because I wanted to help individual investors work toward achieving their financial goals. In addition, my Branch Office Administrators, Amy Scherrer and Theresa Thompson, are always here to help with your needs.

A 1984 graduate of the University of Illinois-Champaign/Urbana, I hold a bachelor's degree in accountancy. I received the AAMS™ professional designation in 1999.

I am a member of St. Patrick's Finance Council. Originally from Chicago, I have lived in Whitewater since 1997. As a part of this community, I have a passion for mentoring other Edward Jones financial advisors and have opened the area's first multi-financial advisor office. My wife, Kathy, and I have two grown children, Rachel and Trevor. We look forward to spending more time with our first grandchild, Michael, who was born in 2020.

At Edward Jones, we focus on what's important to you. The firm has thousands of people and advanced technology supporting our office so that we can help you and your family reach your long-term financial goals.

Focus areas

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

My Personal Interests

  • Gardening
  • Reading
  • Traveling
  • Walking

Office Information

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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