In my role as a financial advisor, I strive to provide our clients with trustworthy and comprehensive guidance. My goal is to help our clients effectively manage their current resources, and if desired, enjoy a successful retirement and create a meaningful legacy plan for their family. Through Raymond James, our team has access to a broad array of investment strategies and specialized services to help our clients successfully meet their long-term goals and dreams.
Using our Goal Planning & Monitoring (GPM) tool, my team and I focus on helping individuals and families to build and then monitor custom lifelong retirement and legacy plans centered around their goals and dreams. As an Accredited Investment Fiduciary® (AIF®) I also specialize in working with small businesses and their associates to create and monitor Qualified Retirement Plans like 401(k)s and profit sharing plans.
I have more than 36 years of industry experience as a financial advisor. I received my Bachelor of Arts degree from the University of Wisconsin, Milwaukee, with a focus on geography and weather science.
I reside in Menomonee Falls, Wisconsin, with my two wonderful boys. In my spare time, I enjoy golf, aviation and vintage steam trains. I am active in Boy Scouts and am an honorary member of the Rotary Club of Mitchell Field and past Rotarian of the Year.