President & CCO
I grew up in a small farming community in northern Saskatchewan, Canada. My parents and four sisters still reside in Canada. My parents supported my desire to play hockey instead of take over the family farm, and after many years playing hockey in freezing cold ice rinks I was given the opportunity to play college hockey for St. Norbert College in De Pere, Wisconsin. During my time at St. Norbert, I was given an internship by Lon Mishler to work for his firm, Financial Planning and Information Services, Inc. The first day I met Lon, he told me he wanted to groom someone to take over the business and carry out his philosophy as he felt this was in the best interest of the clients versus selling the business to a stranger whom may sell products. After graduating from college Lon Mishler gave me an opportunity to work with his firm full time and the rest, as they say is history. I always wanted to be a business owner and enjoy working with people and helping them, along with a strong interest in finance from a very early age. My wife and I currently reside in Howard, Wisconsin with our three children. We are extremely blessed and thankful for the people in our lives.
I graduated in June of 2002 with a four year degree in Business Administration from St. Norbert College. Completed the Certified Financial Planner CFP® Certification in January of 2006 and completed my Masters in Science – Personal Financial Planning – through the College for Financial Planning in August of 2010. I am a member of Financial Planning Association (FPA) of Wisconsin and National Association of Personal Financial Advisors (NAPFA)
Role in the Firm
In addition to being a partner in the firm and helping run the overall business, I am one of our advisors and the Chief Compliance Officer for the firm. As an advisor, I assist clients in creating and implementing financial plans focused on investments, retirement, tax planning and discussions on various other financial topics. As compliance officer I am responsible for making sure our office procedures are followed and that we as a firm are up to date on all regulatory requirements. I love what I do so going to work is pretty easy and helping people through the various phases in their financial life is very rewarding.
Outside of Work
My wife and I are very active and our children are following this trait. We enjoy running to kids activities and watching our children develop each and every day. We also like wine! In our spare time, my wife and I enjoy cooking and dining out, walking, golfing, skiing and snowshoeing. We try to visit family often since we are both away from family and strive to make sure our children stay in touch with grandma and grandpa. I am a big supporter of St. Norbert College Hockey and stay involved with the program through various commitments.