As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

Since joining Edward Jones as a financial advisor in 1999, I have served the firm as a mentor, field trainer and as a member of the Regional Leadership Team. I have also received various awards.

I earned a bachelor's degree in mechanical engineering from the University of Wisconsin, Madison. In addition, I received the AAMS™ professional designation in 2006.

My wife, Jodi, and I have three children and three grandchildren. Originally from Merrill, I have lived in Wausau since 2003. I am currently a member of the Wausau Rotary Club. One of the Rotary's goals is to make our community and our world a better place.

My senior branch office administrator, Erin Milnikel, has been with Edward Jones since July 2014 and joined my team in April 2016. She transferred from an office in the Washington, D.C. area.

Erin now calls Wausau home and has two children with her husband, Daryll. She and her husband have lived several places in the United states, as Daryll served on active duty in the Marine Corp for 10 years, ending with his recruiting duty in Wausau.

Erin is dedicated to providing you with the highest level of service possible. Please do not hesitate to call our office with any questions or concerns you might have. It is our team's goal to provide the highest level of client satisfaction.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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