When you experience an "Aha!" moment, it is always rewarding. On occasion, that experience can even be life changing. For me, one of those life changing "Aha!" moments was when I realized I wanted to become a financial advisor with Edward Jones.

At the time, I was living in the Northwest suburbs of Chicago with my wife, Morgan, and my daughter, Kennedy. Morgan and I had been considering moving back to our home state of Wisconsin and I was looking into a potential career change. Up to that point, I had spent my entire career in management with a Fortune 500 company after graduating with a degree in business management from the University of Wisconsin - La Crosse. While I worked for a great company and I enjoyed my position, I always felt the desire to pursue running my own business.

I was talking with a family member regarding positions in the Madison area when they mentioned Edward Jones. Something inside me just clicked. Aha! How had I not thought about this before?

For years, I had been developing a passion for the financial industry and frequently found myself educating and leading conversations on investment strategy with family and friends. I thought, this is the perfect opportunity to do something that I love; educating others, building investment strategies and supporting the community I live in.

If you are an individual or business with a desire to prepare for retirement, live comfortably in retirement, provide employees with retirement benefits, pay for education of your children and/or grandchildren or prepare your legacy, it is my goal to help you achieve what is most important to you. It is also a responsibility I do not take lightly, and I greatly appreciate the opportunity to serve each one of my clients.

Office Information

Office Address

6315 Odana Rd Ste 103 Madison, WI 53719

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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