Since joining Edward Jones in 2023, I’ve dedicated myself to making a meaningful impact as a financial advisor for my clients. My goal is to create plans that align with each client’s unique goals and story, ensuring they feel heard and understood. With my CEPA (Certified Exit Planning Advisor), AAMS (Accredited Asset Management Specialist), and SE-AWMA (Sports & Entertainment Accredited Wealth Ma
nagement Advisor) designations, I specialize in retirement and investment planning, business SIMPLE and 401(k) plans, strategic business exit planning, and supporting collegiate and professional athletes in building long-term wealth. I am committed to earning my clients’ trust every day through dedication and passion. My Experience
Before Edward Jones, I spent 15 years as the Head Women’s Soccer Coach at the University of Wisconsin-Whitewater, where I developed expertise in leadership, communication, and goal setting. These skills, combined with my CEPA, AAMS, and SE-AWMA credentials, enable me to provide specialized guidance for business owners, athletes, and individuals seeking comprehensive financial strategies. My Passions
I’m a proud father to my sons, Beckham and Nolan, and grateful for my wife, Kate, who has supported my personal and professional dreams for 19 years. Our family stays active in our community, loves spending time at our Holcombe, Wisconsin cabin, traveling, and cheering on our favorite sport teams. My Purpose
As former Edward Jones clients, my wife and I experienced the value of their proven financial planning process. I’m passionate about sharing this approach with others, especially families seeking retirement and investment guidance, business owners planning their next chapter, and athletes navigating career transitions. Wherever you are on your financial journey—whether you’re a career changer like me, planning for retirement, a business owner, or an athlete, —I’d be honored to hear your story and help you build a strategy that brings confidence and clarity. Let’s connect to explore how I can support your goals.
