I want to understand what's important to you. My practice focuses on working for you to earn your business, all day and everyday. My young family inspires me to deliver the best experience to my clients and hard work is the only path forward. I have earned a Masters of Business Administration (MBA) degree from the University of Wisconsin - Oshkosh. I am also active in multiple nonprofits in the area, including the Appleton Elks Lodge.

The ideal client for my practice is someone who seeks a disciplined approach toward long term investing - saving during the working years and taking investment income during retirement. My clients meet with me regularly and are never pressured into action, only after we both clearly understand the personalized strategy will we move forward with an investment plan.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Football
  • Camping
  • Chess
  • Golfing

Office Information

Office Address

1024 S Commercial St Neenah, WI 54956

Office Hours

Office Hours
Mon Closed for Holiday
Tue 09:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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