My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to develop a strategy for retirement, estate or asset transferring, reducing taxes, saving for a child¿s college education, or protecting what you've accumulated, I can help.

Born in Sheboygan, my parents also were born here. I've been married to wife, Heidi, for over 30 years (also from Sheboygan), and we have three sons - Bret, Jordan and Matt.

I attended UW Eau Claire earning a Bachelor of Business Administration. I also have achieved from the College of Financial Planning the Chartered Retirement Planning Counselor (CRPS®) and the Accredited Asset Management Specialist (AAMS®) * certifications.

As an active member of the community, I serve as Edward Jones representative for Walk to End Alzheimer. I also am a past vice president and secretary for the Sheboygan Blue Line Hockey Association.

My senior branch office administrator, Kathy Grimmenga, has also been with Edward Jones over 12 years and is dedicated to providing you with the highest level of service possible. Kathy earned her Bachelor of Business Administration from UW LaCrosse.

Please don¿t hesitate to call us with questions concerning your goals, statements, dividends, stock certificates or your accounts in general.

* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Divorce Finances

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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