The reason I started in the financial industry was to help people cut through the noise of financial markets and to explain the complexities of saving and investing in a way that everyone can understand. I work with a strong team that helps individuals retire from their careers as well as individuals that are just starting out on their journey of investing. We focus on helping serious individuals and their families determine if they are on track to achieve their financial goals and develop and implement personalized long-term financial strategies to help make those goals and dreams a reality.
I received my undergraduate degree in engineering from Minnesota State University Mankato and I now hold my FINRA 7 and 66 registrations, as well as Life, Accident and Health Insurance Agent Licenses.
We take pride in setting ourselves apart when it comes to serving our clients. I continue to expand my knowledge base and have achieved the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Retirement Planning Counselor™ and Accredited Asset Management Specialist™ designations.
I am also very honored to be ranked #5 in Forbes 2023 Top Next-Gen Wealth Advisor Best-In-State in Wisconsin. (Source: 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State in Wisconsin, published August 2023, research by SHOOK Research LLC, data as of March 2023. Compensation provided for using, not obtaining, the rating.)
My engineering background has allowed me to bring a unique detail-orientated look at an individual's financial strategies. As a financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. It is also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.
Outside of the office, I enjoy spending time outdoors and on the water with my family and have a passion for woodwork, photography and technology. I am also a member of the Valley View Rotary Club. I have been a lifelong resident of the Onalaska area and I currently reside in Holmen with my wife, Erin, and daughters, Rylee and Maggie.
