About Me
I grew up in the small town of Pardeeville, Wisconsin with my parents and younger sister. My life was consumed by sports when I was in high school, whether it was my own events or going to support my sister, we were busy year around. My parents, grandparents and family added to my love of athletics with their support and I could always count on them to be in attendance. My love of football carried over to college where I was fortunate enough to play at St. Norbert College. It was at St. Norbert where I encountered the opportunity of an internship at Financial Planning and Information Services. I spent a year and a half interning which included helping for two tax seasons with FPIS. Upon graduation I accepted a position at a firm where I worked in tax and audit for almost a year. I realized that I love having more direct interaction with clients and being able to help people. This is what brought me back to FPIS. I was fortunate enough to be welcomed back by Ryan, Rachel, Dan and the entire FPIS staff and I am very excited to be back!
Education
2016 – Bachelor’s Degree in Business Administration from St. Norbert College
2021 – Obtained my CERTIFIED FINANCIAL PLANNER® certification
2023 – Accredited Wealth Management AdvisorTM (AWMATM) from the College For Financial Planning
2024 – Accredited Portfolio Management AdvisorTM (APMATM) from the College For Financial Planning
2024 – Master of Science, Personal Financial Planning (MSPFP) from the College For Financial Planning
Role on the Team
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. I enjoy working together with clients to come up with a plan that fits their specific needs.
Outside of Work
I enjoy spending time with my wife, child, and dogs whenever I have free time. We enjoy sports and going to sporting events together as well as watching movies, and spending time with family and friends, which are a huge part of both of our lives. We stay very busy and there is never a dull moment! Fall will forever be my favorite season as this means a lot of hunting and football.
