For almost three decades, I have provided comprehensive investment management services, including retirement planning, retirement income distribution, education planning, wealth transfer, and insurance services. Using a process-driven approach, I provide my clients a strategic financial road map to help prioritize goals and track progress and am dedicated to proving personalized advice geared toward individuals and families. I have extensive experience managing movements in the markets and have dedicated my career to staying ahead of the curve to deliver the personalized investment planning services my clients deserve.
I am proud to have attained my CFP® certification, which is recognized as the standard of excellence for the financial planning profession. As a CFP® professional, I've met rigorous education, examination, experience, and ethical requirements. I've also been trained in 72 areas of financial expertise and have accrued thousands of hours of experience prior to earning this certification.
I began my financial services career as a Financial Advisor with A.G. Edwards in Appleton, WI where I developed my fundamental investment acumen. I've also served as a Branch Manager for Everen Securities in Green Bay. I am thrilled to announce that I have partnered with LPL Financial under the name "Innovate Financial".
As part of the Navy ROTC scholarship program, I earned my Bachelors of Science in Economics from the University of Minnesota. After graduation, I proudly served in the U.S. Navy as a Naval Flight Officer from 1986 to 1994, attaining the rank of Lieutenant Commander and receiving a Presidential Unit Citation and Navy Achievement Medal.
A native of Two Rivers, WI, and residing in Menasha, WI, I like to spend my free time with Lisa, my wife of 35 years. We are proud parents of two adult sons and like to travel, ride motorcycles, hike, and entertain with family and friends. We are also actively involved with our church.