Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • Bachelor of Arts, Communications, Concordia University-Wisconsin, Mequon, Wisconsin

Professional associations

  • Concordia Alumni Association

Previous experience

  • Financial Advisor - First Vice President at Wells Fargo Advisors, 2007-2013
  • Financial Advisor at Benjamin F. Edwards & Co, 2002-2007
  • Investment Advisor at Piper Jaffray, 1995-2002
  • Investment Executive at RBC, 1994-1995

Community participation

American Society For The Prevention Of Cruelty To Animals

Habitat For Humanity

Wisconsin Humane Society

Feeding America

Sea Shepherds Wildlife Conservation

Interests

My true joy is my relationship with my daughter Kimberly. She got married October 1st of last year and moved to Madison. She’s my best friend, and I’m incredibly proud of her.

I love music, whether listening or playing. I’m a drummer, but only started lessons as an adult. I’ve come a long way in a short time.

I’m an animal lover, with my favorite being dogs.

I enjoy running and working out. Well, I’m not sure how much I actually enjoy those activities, but I certainly like the result.

My photos

2 albums
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