Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Investments
  • Cash Flow Management Strategies

Education

  • Bachelor of Arts: University of Wisconsin - Eau Claire

Awards & recognition

  • Five Star Wealth Manager, 2024, 2025

Interests

I'm the proud father of three boys (born in 2005, 2016 & 2017). Most of my time is spent with them and supporting whatever sport they're a part of, helping them build their Lego kits, or being a part of them experiencing something new.

I also am doing my best to battle father time and stay active daily, while struggling to accept that the older I get, the healthier I have to eat!

Between 2008 and 2021 I had the pleasure of serving on the Lakeville Fire Department as a firefighter and engineer.

I am proud to say that I've been sober since 1996. One day at a time!

My photos

2 albums
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