As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family or business.
Prior to joining Edward Jones, I served others as a 911 paramedic and educator. As a result, I feel at ease addressing critical questions in a fast-paced setting. Considering the needs of our growing family, my wife and I decided to move into a different sector. I joined the firm in 2010, where I now serve families' strategic planning needs in a teaching and planning capacity. I enjoy assisting people in various walks of life to pursue their journey.
I feel privileged to have made my home in Menomonie for over 31 years, where my wife, Sophia, and I have raised our six children. We are deeply committed to family, church and community. We love the international community as well and have traveled extensively as a family.
For 10 years, I served on the University of Wisconsin-Stout College of Business Administration board. Hosting Edward Jones financial advisors and interns has allowed me to educate and mentor. Additionally, I coached the Western Wisconsin Speech and Debate Club for 13 years. I also served as president of the Menomonie Public Library Foundation board until recently.
I hold the AAMS® designation granted by the College of Financial Planning. Together with my two senior branch office administrators, Amy and Karen, I enjoy serving clients' needs and helping them navigate life's challenges and reach their goals. I find it gratifying that clients frequently comment on how much they learn, and how much better understood they feel, each time we meet. Seeing clients well cared for throughout their lives gives me great satisfaction.