Born and raised in Sparta, Wisconsin, I'm proud to bring the same Western Wisconsin values I grew up with to the families I work with. As a fiduciary, I'm held to a legal standard that puts my clients' interests first. I built my practice around objective advice — guidance shaped by each client's goals rather than product sales.

​

My professional foundation started on the technical side of the industry, where I immersed myself in investment research and institutional trading at a large firm. This is backed by a lifelong fascination with the mechanics of wealth — a journey that began with savings from a childhood firewood business and eventually led to helping manage investments within my university's endowment fund. Those early lessons in saving and investing instilled in me a deep respect for the discipline required to serve as a faithful steward of the capital entrusted to me.

​

Today, I focus on turning complex financial concepts into the clear, actionable plans my clients need to feel confident about their future. When I'm not at my desk, you'll likely find me outdoors: bow hunting, golfing, or spending time with family and friends.