State
Wisconsin
Description
Areas of focus
- Retirement Planning Strategies
- Retirement Plan Distribution
- Retirement Income Strategies
- Insurance
- Saving for Education
Qualifications
- APMA® Accredited Portfolio Management Advisor™
Education
- Viterbo University - Bachelors in Business Management - 2001-2005
Community participation
- Youth basketball coach for Holmen middle school
- Holmen Business Association
- Involvement with Evergreen Elementary PTO
- Member of the Holmen Area Foundation
Interests
- Spending time with my wife Laura and our three boys Tyler, Cameron and Jordan
- Coaching basketball for our youth at Holmen SD
- Playing and officiating high school and college basketball
- Golfing - achieved my first hole in one ever!
- Fishing