Creating a plan to achieve goals like retirement can be complicated. I work every day to help individuals and families achieve their financial goals, live comfortably and create meaningful legacies. By overcoming complexity and finding the most appropriate investments, my clients and I work together to make plans that fit their life goals.Through my years of experience, I strive to meet the unique needs of investors, business owners and families. Our office supports our clients through times of transition including job changes, retirement, or the passing of a loved one.I grew up on a farm in Poynette and am honored that our office now serves the central Wisconsin community from Portage. Through long days working on the farm, my parents instilled in me the value of hard work and having a passion for what you do.In 2018, I began my career as a financial advisor with Edward Jones after earning a Bachelor of Business Administration in finance and risk management from the University of Wisconsin- Madison. I hold the CERTIFIED FINANCIAL PLANNER™ certification, signifying rigorous education, training and ethical standards, and my commitment to serving my clients' best interests.Outside of the office, my wife and I love hiking and being outdoors and are on a lifetime journey to visit as many national parks as possible.If you want to learn more about how we can work together to support your financial future, or if you have any questions, please don't hesitate to contact us.