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 Income Strategies
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2009, 2010, 2011

Community participation

Volunteer at the Community Table

Volunteer at the The Boys & Girls Club of the Greater Chippewa Valley

Volunteer at Feed My People

Coach of youth baseball team

Interests

My wife Kristina and I are the parents to three children. We have two sons, Caden (17) and Connor (14) and a daughter, Kylee (11) who keep us very busy. In my past life I was a golf pro and still maintain the sport as a passion and hobby when my small amount of free time (and Wisconsin weather) allows. I am active within our church and my family, and I travel often to see our extended families in Minnesota and Stevens Point, WI.

My photos

1 albums
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