About Me

I grew up in the small town of Freedom and have lived in the Fox Valley my whole life. After school, I worked in the restaurant and grocery business for many years. Eventually, I went back to school to further my degree and pursue other adventures which led me to a seasonal tax position with Financial Planning. After my first tax season here, I was offered a full-time position and a chance to grow my professional career. I have earned my CPA and I am currently studying for the CERTIFIED FINANCIAL PLANNER^® exam.

Education

I graduated from UW-Green Bay with a Business Management degree in 2002. I returned to UW-Green Bay and added accounting to my degree in 2014.

Role on the Team

As a Financial Planning Assistant, I assist with rebalancing portfolios, preparing recommendation letters for clients, and join in on meetings to assist with any follow-up. During the tax season, I also assist in preparing tax returns when time allows.

Outside of Work

I am a very active person outside the office. My wife and I have two kids who keep us busy through various sports, scouting and other activities. I enjoy starting my day by going for a run or a bike ride. We enjoy getting out on the water to go fishing or to just paddle around. We also like to go camping and visit different state parks throughout WI, upper MI, and wherever else our travels take us. We try not to end up in the same area twice very often. As a family, we all love to travel, which has led us to visit many different places throughout the U.S., as well as around the Caribbean. During the winter, we enjoy snowshoeing, winter camping and snowboarding.