My mom worked longer than she wanted to and now has less security than she should because no one took the time to understand her needs and fears when my dad passed away. I was 19 and a sophomore in college. Being a family of modest means, my parents did not know much about investing. Not knowing who to turn to or who to trust, my mom put the insurance proceeds in the bank and spent them over time.

This experience shaped me as a person and is one of the reasons I am a financial advisor. I don't want to see others make the mistakes my mom made. I am driven to have a significant and meaningful impact on the lives of my clients and help them achieve the things that are most important to them.

I'm from Florida, but went to Loras College in Dubuque, IA. After graduation, I moved to Madison and spent 15 years in textbook publishing. While education remained important to me, textbook publishing didn't keep my interest, so I combined my interest in helping others with my passion for finance and became a financial advisor.

My focus is on understanding, guiding and advising my clients through the various transition points in their lives, including births and deaths; marriage and divorce; starting a new job or ending a career. I want to be at their side the whole time.

The number four represents my 4Fs: faith, family, finance and football! It is my wife's favorite number, and represents how many siblings I have, my place amongst them, how many children I have and how many stepchildren I have.

I have been serving Pardeeville since 2007. I am involved with the PABA, the Friends of the Angie W. Cox Library and the Pardeeville Curling Club.

I am blessed to be working with Val Mendrala, a talented and caring branch office administrator. We partner together to deliver a high level of personalized service. Our business is focused on gaining a better understanding of the unique needs of each of our clients and finding ways to help them meet those needs.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Football
  • Cooking
  • Curling

Office Information

Mailing Address

Po Box 155 Pardeeville, WI 53954

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
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More