As a Wealth Management Consultant at Wealth Management at UW Credit Union, I understand that investments can be a complex puzzle for many, and that's why I strive to simplify it. I have been navigating the financial services industry with a keen focus on investment since 1997. My mission is to ensure that every client I work with has a clear understanding of their financial goals and a s plan to work toward achieving them. My specialty lies in income distribution plans in early and post-retirement, a critical area in today's world where pensions are becoming increasingly rare.
One of my most rewarding experiences as a consultant was when a client came to me after being told by another financial planner that it was too late for him to build his retirement savings. I refused to accept that conclusion. Instead, I worked diligently to develop a plan for this individual to pursue his financial goals*. Seeing him regain confidence in his financial future was one of my greatest successes.
Born and raised in Charlotte, North Carolina, I hold a degree in business from Western Carolina University. Over the past 12 years, I've made Milwaukee my home, specifically Brookfield, Wisconsin. In my personal life, I'm a proud father of four adult children and a grandparent to one grandchild. When I'm not helping clients or spending time with my family, you'll likely find me unwinding with a game of golf or pickleball. I also love attending college football games.
*May not be representative of the results of all clients and are not indicative of future performance or success.’