I am a financial advisor who believes in working
closely with my clients to develop a deep understanding of what they really
need and want. I take the time to learn about your families, your businesses, and your goals for the future. The thing I love most about my job is educating others on how to pursue financial success.
I have a Bachelor of Business Management – Finance
degree from the University of Wisconsin-Parkside. Prior to working as an
advisor, I worked at Educators Credit Union as a member services
representative. I am a registered representative of LPL Financial and licensed
insurance agent.
I am married and have two kids, twin boys that were born
in 2023. I was born, and still reside in Racine, WI. Outside the office
you can find me camping, disc golfing, or bowling.
Regardless of where you are in life, we have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact us for a no-cost, no-obligation consultation.