As a Wealth Advisor at Wealth Management at UW Credit Union, my primary responsibilities revolve around building strong relationships with member-clients and assisting them with their financial and retirement planning needs. I firmly believe that everyone's financial situation is unique, and I find immense satisfaction in helping each individual navigate their path to work toward financial security and independence. My journey in the financial services industry began 13 years ago and has been a fulfilling path of learning, growth, and service. Before joining the Wealth Management team in 2014, I served as a Financial Specialist. This role was instrumental in shaping my understanding of the financial landscape and honing my ability to assist clients with their unique financial needs.
In April 2017, I was proud to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP) designation. This achievement further validates my expertise and commitment to providing well-regarded financial advice. I also hold Series 7 and 66 securities registrations through LPL Financial, as well as Life and Health Insurance licenses. These credentials, coupled with my Bachelor of Science in Personal Finance from the University of Wisconsin at Madison, equip me with the knowledge and skills to provide comprehensive financial advice.
I am driven by a deep desire to demystify personal finance for people. I believe it's a misunderstood topic that significantly influences our everyday lives. Through public seminars and one-on-one client interactions, I share my knowledge, aiming to educate and empower individuals to take control of their finances. I specialize in helping members at all stages of their lives to solve the complex puzzle of financial and retirement planning. I genuinely enjoy getting to know each member and their unique situations, providing professional advice tailored to their circumstances, and building strong, long-lasting relationships.
Away from the office, I am a devoted husband and father to a beautiful little girl. Family is my greatest joy and spending quality time with them is priceless. Besides family, my interests include watching all of Wisconsin's sports, playing competitive volleyball, and indulging in my obsession with fishing and the outdoors.