As a dedicated Wealth Advisor at Wealth Management at UW Credit Union, my primary responsibility is financial planning for individuals and families, a task I approach with great passion and commitment. I specialize in retirement planning and social security strategies, using my expertise to help clients work toward securing their financial future. My journey in the financial services industry began in 2005, and I've been with Wealth Management at UW Credit Union since 2008. Before embarking on this fulfilling career, I attended the University of Wisconsin at Madison, where I nurtured my love for numbers and financial planning.
What motivates me in my job is the opportunity to help people plan for their financial goals. I get a unique sense of fulfillment from coaching individuals and families to work towards achieving their financial dreams. One of my most memorable moments was when I helped a client determine when they could retire. This client was unsure if retirement was even possible. However, after calculating his pension projections, Social Security payouts, and assets, we discovered that retirement was indeed within his reach*. It was a powerful moment for both of us, and it's experiences like these that make my work so rewarding.
I currently live in Lodi, Wisconsin with my wife, Gena. We're the proud parents of three very active boys who love sports. As a family, we're deeply involved in our local community. I coach my oldest son's football team and serve as a member of the Youth Football Board. This involvement enriches my life outside work and allows me to contribute positively to our community.
Through my work and personal life, I aim to inspire, guide, and help others achieve their goals. Whether it's financial planning or youth football, I believe in making a difference, and I'm committed to making that difference in every aspect of my life.
*May not be representative of the results of all clients and are not indicative of future performance or success.’