As a Financial Consultant at Wealth Management at UW Credit Union, my primary responsibilities are meeting with clients to offer financial, retirement planning, and investment management services. With over eight years of experience in the financial services industry, I help individuals work towards their financial and personal goals by providing personable financial advice. Educating and establishing long-term relationships is at the core of my role.
Before starting my career, I attended UW Stevens Point. In 2020, I obtained the Series 7*, 66*, and Health/Life Insurance licenses, which have been instrumental in my work. I am motivated by the knowledge that many people out there could benefit from our help with their assets, whether growing them for retirement or other goals or preserving them to live the life they want. The aspect that excites me most is the relationships I will build with those who choose to work with me. An advisor-client relationship is special in the financial industry and can last a lifetime.
What I enjoy most about my job is educating clients about finance and investments in the hope that they will improve their financial knowledge and work toward growing their wealth. I also value the opportunity to provide insight to those who aren’t thinking about long-term planning and retirement and emphasize the importance of saving. I believe the greatest value I can provide for my clients is my ability to listen and be empathetic. I am driven by the desire to act in their best interest and be someone they can confide in. My sense of care and willingness to work toward improving their financial success, as well as provide them with the tools to be empowered, are my guiding principles.
Originally from San Diego, I now live in Wauwatosa, Wisconsin, with my wife and our four children. My free time is mostly spent being present in my children's lives, which is my top priority. When I do get the chance, I love to golf and listen to music. These activities are my oasis when life gets chaotic. As a dedicated family man and financial consultant, I am committed to making a difference in people's lives, both personally and professionally.
*held through LPL Financial