My parents first taught me the value of saving and investing when I was just 5 years old as we watched a segment on the local news about this new thing called an "IRA." The lady on TV was standing next to a huge cart full of cash and said that if you saved each year, with tax advantages and a good return, you could become a millionaire by retirement! I've been a saver and investor ever since.
My parents also taught me about hard work and customer service with our NAPA Auto Parts business. I started working there at a young age and learned right away that if a customer called, we drop everything to help them. Needless to say, my passion centers around working hard to help people – taking care of the customer first!
My career as a financial advisor allows me to make a big difference in people's lives. I specialize in helping those nearing retirement to prepare for this critical life step, and then partner with them throughout life to manage and protect their assets. I work with people from the major employers in town including Trane, Gundersen Health, Mayo, Kwik Trip and United Health, as well as small business owners and employees.
And everyone's situation is different. We develop personalized strategies for you to achieve financial success, and then implement those strategies together, which is extremely rewarding. Then we monitor your accounts and situation throughout time and make needed adjustments as things change.
My wife, Brenda, and I have lived in La Crosse for over 15 years, raising our kids in this great community. We stay active with school, church and community activities, as well enjoy all of the amazing outdoor fun La Crosse has to offer like biking, fishing, golfing and snow skiing.
I have a master's degree in business (MBA) with an emphasis in finance and a degree in economics, along with over 20 years of corporate finance experience. This has prepared me to lead you on your financial journey.
Call today, and let's get started.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Sports Enthusiast
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