Helping you reach your financial goals is my number one objective. Working
together, I'll help you make sound financial decisions consistent with your
comfort level, investment time-line and goals. We can start small and grow, or
evaluate and build upon any existing financial plans. The end result will be a
strategy designed to help you build, protect, use and transfer assets in the
most advantageous way. Periodically we'll review your situation and make
adjustments as needed. It just makes sense - as your life changes, so do your
financial needs, and I'll be here for you at every stage of your life.
As a trusted partner of Summit Credit Union, I have a strong
history of working with credit union members, their family and their friends. I
have access to a wide variety of investment and insurance products.
Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member
FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It's easy to get started. Please contact me for a no-cost, no-obligation
consultation.
My education . . .
- University of Wisconsin Madison - Bachelor of Science in Economics
Personal . . .
- I am originally from Madison WI and am a graduate of Madison East High School. My wife Nicole and I now live on the West side of Madison with our dog Bernie. We are avid Badger and Packer fans. In my summer free time, there is a good chance you can find me on the golf course. During the winter, my competitive side leads me to the Madison Curling Club.
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