I help members of CoVantage Credit Union through the CoVantage Retirement and Investment Services program.  In partnership, we work together to develop a path that guides you through the peaks and valleys of your financial journey.  As your financial guide, we address the 4 core Financial Needs every person has.  The 4 Core needs are, Growth of Financial assets, Income after retirement from financial assets you have accumulated during your working years, preserving your wealth in the event of a catastrophic event, and doing the best to create a Legacy once you are gone.

We are proud to offer our services to you, as part of your member/owner services at Covantage CU. My top priority is to make the complexity of financial planning/services easy to understand. We want to bring the versatility of large financial planning firms, while always maintaining the relationship you have come to expect.

I currently reside in Appleton, however I do spend a great amount of time in northern Wisconsin. I have two caring parents who are active in the Fox Valley Community (Chris and Karla) and a musical genius brother (Mitchell). My family and I enjoy spending time watching Wisconsin sports, cooking, fishing, traveling, and attending Mitchell’s concerts. Go Pack Go!

As a young and passionate advisor, I will have the ability to work with CoVantage CU members and their loved ones for many years. Specializing in generational planning will allow me to quarterback not just the legacy CoVantage CU members want to leave behind, but also making sure the following generation allocates that inheritance in the most efficient way possible. I am honored to be a local advisor, who has been born and raised in the areas I serve. It just makes sense to take advantage of this great service.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CoVantage Credit Union and CoVantage Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CoVantage Retirement & Investment Services and may also be employees of CoVantage Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CoVantage Credit Union or CoVantage Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are: