Ever since I was young, the stock market has always seemed magical to me. In fact, when I was a teenager, I would go to the public library to read the latest issues of the Wall Street Journal. I started my career as a financial advisor at Edward Jones in 1987, and I still find this profession to be just as fulfilling and rewarding as it was in the beginning.

What differentiates my office from others is the level of respect I have for my clients and the process. My staff and I pride ourselves on providing the highest level of care possible. I understand that choosing a financial advisor is a major decision, and I never take my client's trust for granted.

My branch team includes Branch Office Administrators Stephana and Ann, who manage the daily operations of the office. Stephana has been with me over 15 years, and Ann over 10 years. Both are experienced, welcoming friendly faces who look forward to helping clients with their needs and concerns.

My ideal client is generally high net worth couples or families, new or current retirees, physicians and healthcare workers. When it comes to the client-advisor relationship, I believe in the power of teamwork. I tell my clients we have a shared responsibility to work together. Ultimately, when we put in the necessary work, we make good decisions.

I am a North Dakota University graduate with a degree in banking and finance. In my free time, I enjoy the lake with my family and flying as an aircraft pilot. I make it a point to be very involved in the Marshfield community. While my office is based in Marshfield, I serve clients throughout the country.

I would love to work with you to create an individual strategy and establish goals to help reach your financial success. Please contact our office to get started.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Aviation
  • Hockey
  • Active Lifestyle
  • Motorcycles

Office Information

Mailing Address

Po Box 1016 Marshfield, WI 54449

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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Branch Team

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