As a Wealth Advisor at Wealth Management at UW Credit Union, I have been serving the Madison community, my hometown, for over eight years. I believe my deep understanding of this community helps me better grasp the needs of my clients. In my view, what truly makes a good advisor is the ability to foster a personal connection with each client. I aim to build these relationships through active listening and compassion, focusing on understanding each client's individual needs and goals.
Ever since I was young, I've always been drawn to the financial services industry. The prospect of assisting people with their financial goals and building strong relationships was particularly appealing to me. My journey at UW Credit Union began in 2017 as a financial specialist before I joined the wealth management team. I earned my bachelor’s degree in business finance from UW Oshkosh and also hold a certification in Financial Planning from Boston University. I'm proud to have obtained the CERTIFIED FINANCIAL PLANNER™ designation and carry my Series 7 and 66 securities registrations through LPL Financial, as well as my Life and Health Insurance licenses.
My family comprises my wonderful wife, Mallory, who is a dedicated 4th-grade teacher, our daughter Gianna, born in June of '23 and son, Benson, born in May of '25. We also have a golden doodle, Leinie, who adds an extra spark of joy to our lives. My family is my rock, providing me with the support and motivation I need to excel in my professional life. Together, we make a tight-knit team, committed to each other and the community we love. Outside of work, I enjoy staying active by playing hockey and golf, and I'm an avid fan of Wisconsin sports. I relish moments of relaxation at a lakeside cabin in Minocqua and cherish spending quality time with family and friends.