I am fortunate to serve the communities in which I live and work. We have built our practice through referrals by friends and family members. In our practice, we work to find out what is important to you and then partner with you to help build your knowledge and financial acumen, along with your wealth and financial strategies.

We have a disciplined process to support our clients as they accomplish many goals: retirement, wealth transfer, educating children and grandchildren, philanthropy, investment and cash management. I am able to provide a high standard of care due to the support of my branch office administrator, Karen Turchin. When working with us, clients can expect professionalism, a high level of customer service, follow through, accuracy and personalized care.

Family is important to me. I am married and we share four children, three grandchildren and a rescue dog. I also believe in giving back and volunteering in our community, I am in my 16th year as a Rotarian, currently serving on the board of the Rotary Club of Kent and as a past president of the Rotary Club of Waunakee.

I would love to learn about you, your family and your financial situation. Please, stop by the office or give us a call. I look forward to hearing from you.

Our office is accepting new clients who are comfortable with transparency and are serious about building their wealth.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Gardening
  • Painting
  • Art & Theater

Office Information

Office Hours

Office Hours
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 07:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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