I am financial advisor at Forward Financial Group in Sussex, WI. I have been in the financial services profession for over 30 years. Together with Forward Financial Group, I look to continually maintain and improve the service and structure of my client relationships as I seek to help people pursue their financial goals.
Exposure to today’s financial issues can revolve around tax strategies, investments, insurances, and retirement/estate planning. From an overall development of planning strategies that addresses these issues, I strive to be in position to be able to provide custom recommendations that address the unique concerns of each client.
I was born and raised on the north side of Milwaukee, WI and currently reside in Menomonee Falls, WI. After graduating from Milwaukee Lutheran High School, I attended and graduated from Carroll University in Waukesha, WI. Married to Jane for over 28 years, we have three children; Daniel, Ellen, and Catherine. I enjoy the outdoors and all the activities that go with it.
With the help of the Forward Financial Group team, I look to provide a continuing presence for the benefit of all those associated with me.