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
26
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
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

  • BA in Psychology, University of Iowa

Awards & recognition

  • Five Star Wealth Manager, 2014 - 2019, 2022 - 2023
  • River Prairie Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023

Honored to receive recognition

I have some good news to share — I’ve won the 2023 Five Star Wealth Manager award! While it’s my name on this award, it would not have been possible without the continued trust of our clients and without a team that’s dedicated to providing the best possible service.

Interests

When I am not working, I love being outdoors. I spend a lot of time with my family at our cabin in Wisconsin. In this day and age of so much technology and screen time, my wife and I feel it's important to take a break and get the kids outside. I enjoy watching hockey, fishing, hunting, 4-wheeling and in the winter, snowmobiling, ice fishing and skiing.

My photos

1 albums
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