As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what's most important to you and your family. We use an established process to build a personalized strategy to help you achieve your financial goals. Together we will partner throughout your life to keep you on track by working closely with you and your CPA, attorney or other professionals.
I attended the University of Wisconsin-Oshkosh for business administration. In addition, I received the AAMS® professional designation from the College for Financial Planning.
I hold the Series 7 Securities Representative and Series 66 Uniform Combined State Law Exam securities registrations, in addition to holding life and long-term care insurance licensing. I have held many leadership roles within our region and became a limited partner with Edward Jones in 2015.
My wife, Tricia, and I, along with our three children, have lived in the De Pere community all of our lives. I've been an active member of the community. I have been involved with the De Pere Rotary Club and Einstein Project of Green Bay, having held various board roles for each, including president.
My senior branch office administrator, Chris, has been a lifelong resident of the Bellevue community. She has held many leadership roles within our region and became a limited partner with Edward Jones in 1998. She is dedicated to providing you with the highest level of service possible.
At our Edward Jones practice, Chris and I are focused on you and providing you with highly personalized service. Our firm has thousands of people and advanced technology supporting our office so that we can focus on what is most important to you in order to help achieve all of your financial goals.
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Health & Nutrition
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