As a finance graduate from UW-Milwaukee, I've been assisting clients in pursuing their financial goals at Wealth Management at UW Credit Union. For over 10 years, I've dedicated my career to helping clients define, refine, and pursue their financial aspirations, and I consider myself fortunate to have found my dream job.
The topic of financial planning and investing can often feel overwhelming and confusing. That's why finding the right financial planning relationship with a qualified advisor and firm is crucial. I make it a point to truly understand and appreciate my clients' specific values and beliefs, seeking to simplify strategies that often feel complex. My goal is to ensure my clients feel well-supported and never alone when making tough financial decisions.
Whether you're at the beginning of your financial journey or in the midst of it, whether you feel overwhelmed or well-versed, or whether you're looking out for future generations, beloved parents or grandparents, or global and environmental causes, I've built my business to help you pursue your goals. My aim is to help you retire confidently and stay confidently retired, using a creative and collaborative strategy.
When I'm not working, my wife Mae and I have our hands full with our two little boys, Bear and Lincoln, and our two Labrador dogs, Scout and Jameson. As a Madison native, you'll often find my family and me enjoying everything that Madison has to offer, though we also love traveling, trying new foods, and exploring the great outdoors.