In my role as a financial advisor, I strive to provide my clients with trustworthy and comprehensive guidance. My goal is to help clients effectively manage their current resources 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 clients meet their long-term goals.

Using our Goal Planning & Monitoring (GPM) tool, my team and I focus on helping individuals and families to build and monitor custom retirement 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 33 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.

Raymond James is not affiliated with any organizations mentioned.