I look forward to working with you on your path to financial independence. My goal is to make our relationship about you and your goals, but I think you may also like to know a little bit about me.
I grew up in McFarland where my wife Holly and I became high school sweethearts. After high school, I attended the University of Whitewater, but I think like many people I was unsure what I really wanted to do yet because so many things interested me. When I was in high school I took a class where I received my early education teaching certificate and in a way that helped me into this industry.
I ended up in this career after my wife and I had our daughter Payton. As young parents, managing our finances became extremely important and after I was taught some concepts about money I thought this is something that people need to know. While I was in school I was able to start working in the financial industry while studying for my insurance and investment licenses.
Upon receiving my licenses, I took the same approach I learned teaching people and applied that to this field where my belief is that people need to be taught and not told what to do. This has been my full time career since 2012 and in 2013 opened an office. This has given me the unique role to not only work with clients, but also supervise other advisors where I am able to see a multitude of situations.
Since then our son Bo joined the family and we live in Cottage Grove with our pets. As a family we enjoy staying busy with sports. We also enjoy, being outdoors, going to concerts and working on projects around our house. My goal when working together is to be someone you feel is accessible and someone you can trust. I understand money can be a stressful topic for some and I want to try to make finances understandable and interesting.
11931 West Bluemound Rd
Suite C
Wauwatosa, WI 53226
915 Highland Pointe Dr. Suite 150 Roseville, CA 95678; Office: 916-891-2557
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