Education

• Bachelor of Business Administration, University of Wisconsin – Oshkosh
  Double Major – Finance & Marketing

Licenses

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance Licenses (including annuities)

Experience

I have been in the investment industry for over 20 years. I began my career in 2002 with Strong Financial, which was eventually acquired by Wells Fargo. I then joined Stifel in 2018 with the firm’s acquisition of Ziegler Wealth Management.

Philosophy

1. I truly listen to you to understand your personal financial situation and needs.
2. I strive to build trust through thoughtful conversation and consideration of
   your wishes.
3. I offer tailored guidance and strategies.
4. I strive to have ongoing open and honest communication.

I am committed to listening to where you are now, where you are headed, and where you want to be throughout retirement. I seek to fully understand your unique investment needs and build a wealth management plan tailored to those needs. Building my practice upon trust and mutual understanding, I strive to form a long-term relationship with you and your family.

Backed by Stifel’s extensive resources, I have direct access to a full suite of products and services that can be customized to align with your risk tolerance and time horizon. As your needs and the markets change, I will hold periodic review discussions with you to help make sure you stay on track toward your goals.

Personal

As a native of Wisconsin, I strive to embody the rich traditions of dedication, hard work, and family the Midwest is known for. I am motivated each day to connect with my clients and am committed to helping others. It is this dedication that has allowed me to excel in the investment industry for over two decades. In my free time, I enjoy spending time with my wife, Tania, our daughters, Olivia and Liliana, and our extended families. I grew up in a home where my mom ran her own business. She instilled honesty, dedication, and a strong work ethic in me. My dad was always helping and coaching us in various sports, and I have carried on the tradition of coaching my daughters. It is this desire to coach, connect with people, and work hard that has led me to this profession. What inspires me daily is the opportunity to create lasting relationships with the clients I serve.