Cell Phone: 715-451-6055
I joined Forward Financial Group at its beginning. I am now a Partner-Financial Planner with Forward Financial Group. My role within the group is focused on portfolio management and financial planning.
Before joining Forward Financial Group, I earned a Bachelor of Science in Business Administration from Wisconsin Lutheran College (WLC), with a double emphasis in Finance and Accounting. At WLC I served as Vice President of Student Senate and was one of the founders of the Warrior Investment Club. My education was an important foundation in building the knowledge I use to serve my clients. After graduating from WLC, I started as a Financial Advisor with Waddell & Reed. There I learned an incredible amount about how to work with different individuals and families. However, that role was missing a large component to what I wanted to bring to my clients, independence. That is why I joined the FFG team and helped create a client service model that centers on what is in our client’s best interest rather than a corporate best interest.
I work with individuals, families, and small businesses to assist them in pursuing their financial goals. I strongly believe in pursuing each individual’s financial goals through financial planning. I work with my clients to develop a financial plan by reviewing their individual needs, goals, and challenges to find strategies and opportunities to help them pursue success. I also work with clients to set up investment portfolios that reflect both their tolerance for risk, as well as, the time horizon for their goals. We then work to make sure that both the investment and financial plans stay up to date as we work towards and through retirement.
I am originally from Wisconsin Rapids. My wife Liz and I often get back to Central Wisconsin to visit family in our free time. I enjoy the outdoors, especially kayaking, fishing with family, or hiking with my dog, Penny. I currently live in Appleton.