I have been a financial advisor with Edward Jones for over 20 years and a regional leader with the firm since 2010, leading over 50 branch teams. Prior to joining Edward Jones, I traveled the world as a CPA for Honeywell International. I hold the AAMS® professional designation from the College for Financial Planning.

Saving and investing have been a part of me for as long as I can remember. My first memories were in middle school, when my grandpa would give me a dollar for helping and I would put it in a box. One day my mom found the box and it contained over $50! In high school, I attended my first investment seminar and started investing, learning that money provides opportunity.

Following a strategy meeting where I understand what is most important to my clients, I build personalized financial strategies by using an established process and develop strategies designed to achieve the client's goals. Once the customized strategy is implemented, I maintain regular contact with my clients, informing them of any developments and making recommendations for their changing needs. I also regularly collaborate with CPAs, attorneys and other professionals.

It is my pleasure to serve a wide variety of clients, from individuals to families to business owners. I assist multi-generational families to protect and transfer wealth. I work through client life-altering events such as healthcare challenges, the death of a loved one and divorce. With business owners, I assist with asset accumulation, tax reduction and succession plans. Setting retirement goals and creating distribution strategies afford my clients more options to enjoy retirement - a true passion of mine.

In my spare time, I enjoy traveling, fishing, woodworking, four-wheeling and spending time with my wife, Maria, and our two children, Sawyer and Elise. My favorite hobby is collecting sports cards, and being from Wisconsin, I am an avid Green Bay Packers fan.

I look forward to earning your trust and business.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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