I started my career with Edward Jones in 2007. My wife and I have been part of the New Richmond community since 2011. We live just outside of town on the Willow river with our three young kids, Maxton (7) and twins, Ezra and Indie (4). We enjoy spending time fishing, golfing and enjoying the outdoors.

I graduated from the University of Iowa with a bachelor's degree in finance.

I give back to our community as a board member of the New Richmond area community foundation and New Richmond Rotary Club.

My passion is to understand my clients' financial and life situations and make sure they stay on track to accomplish their goals. I focus on retirement income planning and estate and legacy strategies.

My two branch office administrators, Kathy and Kristen, have experience serving clients.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Office Information

Mailing Address

Po Box 13 New Richmond, WI 54017

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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