I've spent the last five years in the financial services industry, working as both a Financial Advisor and a Retail Banker. Before finding my home in finance, I built my career in technology and healthcare, spending more than 10 years in IT leadership and nearly 20 years in the health insurance industry. Those experiences taught me the value of listening, solving problems, and building relationships—skills I bring to every client interaction today.
I earned my associate’s degree in computer science from Fox Valley Technical College and my bachelor’s degree in computer science from Lakeland College. While my career has evolved over the years, one thing has remained constant: I enjoy helping people find solutions that make their lives easier and give them confidence about the future.
The most rewarding part of my job is getting to know my clients and helping them work toward their financial goals. Whether we're creating a retirement plan, building an investment strategy, or simply talking through life's financial milestones, I believe every client deserves personalized advice, honest conversations, and a trusted partner they can count on.
When I'm not in the office, you'll usually find me on the golf course or spending time with my son. We love heading up north to enjoy the lake, play games, and, of course, fit in a round of golf whenever we can. Those moments remind me how important it is to plan for a future where you can spend more time doing what matters most.
I look forward to getting to know you and helping you pursue your financial goals.
