I've been a financial advisor since 2023 and hold a degree in Finance with an emphasis in Financial Planning. My approach is pretty simple: I believe in protecting what you've built while helping it continue to grow, and I don't think those two goals have to be in conflict. Whether you're just beginning to get your finances in order or you're looking for a second set of eyes on a plan you've spent years building, I'm here to help.
What drew me to this profession was seeing firsthand the difference the right financial guidance can make, and how much more difficult things can be without it. That's a big reason why I'm passionate about making financial planning approachable, understandable, and free from unnecessary complexity. My goal is to help you feel confident in the decisions you're making, not overwhelmed by them.
I'm a Fort Atkinson, Wisconsin native, and when I'm not working with clients, my fiancée, Natalie, and I are usually outdoors hunting, fishing, or simply enjoying whatever the season has to offer. Family and friends are a huge part of my life, and that same value shapes the way I work. I want the people I sit down with to feel like their goals are genuinely important to me, because they are.