Working with and supporting a select group of entrepreneurs and families I enjoy getting to know their goals and values as we work together to create a personalized strategy that they both understand and are excited about to help them achieve their financial goals.

We then partner together through life's changes, surprises and successes to adapt our clients' plans as needed so we can help make sure they are always set for their definition of success.

I received my undergraduate degree from St. Olaf College in Northfield, MN with a major in history and a minor in management. Yes, that is an interesting combination. When I entered college I was fully on board to become a high school history teacher. After two years in the education minor program, I decided to switch gears and move to the business and management minor to feed my love of data analytics, strategic planning and entrepreneurship.

I hold my Life Accident and Health Insurance Agent License, and FINRA 7 and 66 registrations, so I may fully serve my clients.

Outside of the office, I am active in the cross country skiing community, regularly volunteer with Junior Achievement and enjoy spending time with my church and family.

I grew up in Rothschild, WI, and attended D.C. Everest high school. I currently reside in Wausau, WI with my wife and best friend, Becca, and have two children, one daughter and one son.

Reach out and connect with me on LinkedIn and follow me on Facebook!

Let us work together! Give me a call at 715-675-0965!

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • New Investors
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews

My Personal Interests

  • Skiing
  • Camping
  • Canoeing
  • Hiking
  • Spending Time with Family

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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