I grew up in Beloit, WI in a family of eight - two girls and six boys.

After graduating from Beloit Catholic High school, I next attended the University of Wisconsin - Whitewater where I received a Bachelor of Business Administration degree (BBA).

I began my working career at J.I. Case in Racine, WI. From here, I eventually found my way to Edward Jones - where I have been since 2002 - as a financial advisor.

What initially drew me here, and to this career, was my strong desire in working with people. This was the type of environment fostered at Edward Jones.

Through bear markets and bull markets, I am grateful to have been able to help so many clients achieve their financial goals. I believe it's important to invest my time to understand what you're working toward, before you invest your money. This starts with understanding each individual's risk tolerance and long-term goals.

Envisioning retirement is your job, helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments including IRA's, employer sponsored retirement plans (eg. 401(k)), annuities, equities, mutual funds and insurance). I can help you develop an investment strategy to help toward achieving both goals. The key however, is to start now.

My branch office administrator is Barb Winkelman who has been with me for 10 years. She is dedicated to providing our clients with the highest level of customer service.

On a personal note, I spend my time away from the office with my wife of over 40 years. We share three grown children, and now seven grandchildren. I also enjoy reading and exercise.

I am an ambassador and on the board of directors for the Watertown Chamber of Commerce - and also vice president of the Watertown chapter of Business Networking International (BNI).

Thank you for visiting my page. Should you wish to talk further, please send me an e-mail - call Barb or me - and finally, you may contact us through LinkedIn or Facebook.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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