38 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Income Strategies
- Wealth Preservation Strategies
- Investment Management
- Retirement Plan Distribution
- Retirement Planning Strategies
- Investments
Education
- Bachelor Of Buisness Administration, University Of Wisconsin - Milwaukee
- The Associate Of Science Degree, University Of Wisconsin Centers - Waukesha County
Community participation
I attend Waukesha's Fox River Christian Church where I’ve been the Ministry Leader of Celebrate Recovery for the past 8 years. Here, I'm able to assist families and individuals with any hurts, habits, or hang-ups they'd like to address in their lives.
Interest
- Having lived in the Waukesha area for over 25 years, I have a deep connection to the people and places I come in contact with on a regular basis.
- I have been actively participating in my church for the last 17 years.
- I enjoy bow-hunting with my wife and two sons.
- As a family, we grow and can vegetables from our garden every year.
- I make a habit of hitting the tennis courts 2-3 times a week and listening to sports radio.
My Photos
