While in graduate school in 2001, my wife and I chose to meet with a financial advisor (not at Edward Jones) to invest toward our goal of owning a home. Although well-intentioned, the financial advisor failed to take our personalities, time horizon and goals into account before recommending an investment solution. You can imagine how well that relationship worked out. For over 15 years, that hard personal lesson has guided me as I advise our clients.

One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions based on your situation and financial goals.

I joined Edward Jones as a financial advisor in 2005 and became a limited partner with the firm in 2011.

I attended the University of Wisconsin - Stevens Point and graduated magna cum laude in 1998 with a Bachelor of Science. I went on to the University of Florida - Gainesville and completed a Master of Science in 2001.

My spouse, Samara, and I have a daughter and a son, and we spend our free time on outdoor sports and traveling whenever possible. Our family has lived in Sun Prairie since shortly after I started my practice. My current work outside of the office is with the Sun Prairie Education Foundation where I serve as a trustee.

My Senior Branch Office Administrator, Katie Fleck, has been my partner since 2006. Katie's superpower is her absolute dedication to providing you with the highest level of service possible. Please don’t hesitate to call her with questions concerning your account.

Our established process is designed to help us understand what's important to you, keep you in control, and partner together to keep you on track. Contact us to discuss your situation and options.