My desire is to ensure every client I work with has a better understanding of their goals and finances. Relationships matter and I work hard at understanding and getting to know my clients so I can help them accomplish their dreams in the most financially efficient and effective way possible. Personal finance can be complicated so I will make an effort to explain the strategies that are relevant for you in a way that is understandable.
After growing up in the Eau Claire, WI area I earned a Bachelor of Business Administration degree from the University of Wisconsin – Eau Claire. I began working with clients in the financial services industry in 2017. I am so thankful for the experience I have gained and consider myself blessed to be able to serve clients by helping them with their financial plan. I have the CERTIFIFIED FINANCIAL PLANNER™ (CFP®) and the CHARTERED FINANCIAL CONSULTANT™ (ChFC®) Certifications. By having these designations I am held to a high fiduciary standard and must meet requirements for professionalism in financial services.
I am married to my wife Heather and we have one daughter, Nora. I enjoy traveling with my family, hunting, spending time outside, reading, and cheering on the Green Bay Packers. I serve as a deacon at my church, Chippewa Valley Bible Church, and am the board chair for Fellowship of Christian Athletes in Northwestern Wisconsin. I also helped start Sleep in Heavenly Peace in the Chippewa Valley as co-president and have been an ambassador for the Eau Claire Chamber of Commerce.