Philosophy
To treat every client, partner, and employee with the respect and professionalism they deserve and expect. Success comes from all
parts of the team working together to achieve a common goal.
Professional Background
• FINRA registered with Series 6, 63, 7, 24, 51, and 65 licenses
• Investment Advisor Representative
• Insurance and Investment licensed in many states
• Finance degree from the University of Wisconsin—Whitewater in 1994
Personal
• Proud father of 2 lovely daughters
• Resident of Elkhorn, WI
• Member of St. Paul’s Lutheran Church—Muskego, Wisconsin
• Interests include politics, fishing, camping, running, and exercise