I help successful individuals, families and business owners simplify complex financial decisions through personalized planning, tax-conscious strategies, wealth preservation and thoughtful guidance. By understanding what matters most to you, I create strategies aligned with your goals, values and long-term vision.
Our branch serves a select group of clients throughout Wisconsin and nationwide, many with sophisticated planning, investment and wealth management needs. We value long-term relationships with clients who appreciate personalized advice and a high level of personal service.
I grew up in Sun Prairie and earned a Bachelor of Science in industrial engineering from the University of Wisconsin-Platteville. My analytical background helps me bring clarity and structure to complex financial matters.
Outside of work, my wife, Megan, and I enjoy working on our home, biking the lake loop, supporting local restaurants, traveling and cooking new recipes at home.