- Behavioral Financial Advisor ™
- Series 7, 26, 63 registrations
- Licensed agent for life and disability insurance
The clients that I have helped meet their financial goals over the years has provided the greatest enjoyment for me. I have been with clients in the best part of their journey. The joys of children, grandchildren and even great grandchildren. I have been there when client open education accounts for new addition to their families. Seeing the smiles when a parent or grandparent when they are able to help with the cost of education. The excitement when a client has worked hard to be able to meet their goal of retirement. I have also been with family on the tough parts of the journey of life as well. I feel I have become almost a family member to many of my clients.
I have had the opportunity to work with and learn from the best in the business. The integrity of my associates has always been very important. The energy in our office is fantastic and I still learn something new every day.
When I am away from the office, you will find me on the golf course, sand or in the water. Sometimes these things are not exclusive. I am a member at the New Richmond Golf course in Wisconsin and play men’s league at Bristol Ridge Golf Course. My wife Molly and I live on the Apple River and enjoy canoeing, kayaking, riding bikes and golfing together. We love animals and currently have two cats named Ally and Sunny. We also enjoy traveling by taking cruises through the Caribbean and spending time in Oregon.