Having been a teacher and a coach, I am deeply passionate about educating people on their financial well-being. In helping identify your needs and goals, I strive to talk you through the ‘what,’ ‘why’ and ‘how’ of your financial strategy. I find that once our clients understand the reasons behind their plans, they can feel more confident that their plan is appropriate for them.
When I’m not advising, I am a high school and college basketball official, and am an active member of the South Suburban Chamber of Commerce. I enjoy spending time with family and friends cheering on Wisconsin’s professional and collegiate teams, and working hard to become an average golfer.