About Me
I grew up in the beautiful city of Marquette, in Michigan’s Upper Peninsula in a family that encouraged acceptance and education. In addition, I played many sports, mainly hockey, and like most kids, I dreamt of someday playing in the NHL. As it turns out, my path led me elsewhere. As I grew older, I realized how right my parents were in saying that education never ends and therefore through my experiences, I created a passion for learning. I am most satisfied and motivated through helping others and feel blessed doing so as a financial advisor and business owner. I have worked at Financial Planning & Information Services for over nine years, and my prior work experience includes over ten years in the financial services industry, where I have had wide-ranging training in investments, portfolio construction, insurance, annuities, retirement planning, corporate operations, compliance, and estate planning.
Education
1994 – Bachelor of Science from Northern Michigan University, major in Finance and minor in Mathematics.
2006 – CERTIFIED FINANCIAL PLANNER® certification
2010 – Master of Business Administration (MBA) from the University of Wisconsin-Oshkosh
Member of the Financial Planning Association (FPA) of Wisconsin.
Role on the Team
As a partner, I am involved in all business decisions. As a fiduciary, my daily focus involves all facets of financial planning whether it is helping clients with retirement planning, debt counseling, insurance needs, investments, or tax planning. Any recommendation is objective and in the best interest of each client. In addition, I am responsible for efficiencies in day to day operations.
Outside of Work
I am married to Gretchen and we have four children, two girls and two boys who are extremely active and keep us busy. As a family, we enjoy many outdoor activities which include biking, boating, spending time at the family cabin, golfing, fishing, hockey and most importantly spending time with family and friends. Over the years, I have spent countless hours coaching youth hockey in Upper Michigan and the Green Bay area.
