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

We partner together through life's changes, surprises and successes to help ensure your goals are always set for your definition of success.

I received my bachelor's degree from St. Olaf College in Northfield, MN with a major in history and a minor in management. Yes, it is an interesting combination, but it stems from my love of teaching. I began college with the intention of becoming a teacher but after two years in the education 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 earned my CRPC™ professional designation and I hold the FINRA 7 and 66 registrations as well as Life, Accident and Health Insurance Agent License, so I can fully serve my clients. I obtained my insurance licensing before working with Edward Jones while I worked with my father-in-law. After learning much about the life insurance business, I made the decision to move my career to Edward Jones where I can serve clients for their wealth strategy in an advisory capacity. I now spend much of my time providing free educational classes for area businesses and organizations, believing that financial education is one of the greatest things that I can do to benefit my community.

I grew up in Rothschild, WI, and attended D.C. Everest high school. I now live in Wausau, WI with my wife, Becca, and our three children, Amelia, Elijah and Solomon. I am very active in our community serving on the board of directors for Wausau Events and the Wausau Nordic Ski Club in addition to sitting on the Advisory Committee for the Northcentral Technical College school for Small Business and Entrepreneurship.

Outside of work and volunteer activities, I love to cross country ski, bike (you may often see me biking to work throughout the year as long as it is not raining or snowing) and walk through our neighborhood with my family.

I would love to connect with you!


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
  • Hiking
  • Spending Time with Family
  • Canoeing

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

Branch Team

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