Here at our office, we want to take the time to understand what's most important to you. Understanding your unique situation helps give me the insight needed to develop a strategy to meet your long-term financial goals. Whether you're planning that dream retirement, looking to fund a loved one's education or trying to protect your family's financial future, I will use my established process to create a strategy tailored to your goals. We know things are constantly changing in your life. As we partner together throughout your life, we are ready to adapt to help make sure you stay on track. But we are not alone. Thousands of people and advanced technology support our practice daily so we can ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to partner with your attorney, accountant and other trusted professionals to deliver a strategy that leverages everyone's expertise. I was born and raised in Beaver Dam and attended Ripon College, where I studied economics and business. There, I played college basketball and golf. I actually lived above an Edward Jones office in college; thus, I was introduced to the firm.I started with Edward Jones right out of college and wanted to start my own branch in Appleton. I'm happy to say I've been here for more than a decade and hope to be here until the day I retire!I am also honored to be ranked No. 18 in Forbes' 2025 Top Next-Gen Wealth Advisors Best-in-State in Wisconsin.* This highlights financial advisors under 40 with at least four years of experience, selected through interviews and data analysis by SHOOK Research.Outside the office, I spend much of my free time on the golf course or participating in outdoor activities. I also value weekends at my recreational property and quality time with my wife and our two sons, as we look forward to welcoming another child soon!*2025 Forbes Top Next-Gen Wealth Advisors Best-in-State for Wisconsin, published August 2025, research by SHOOK Research LLC, data as of March 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.