I am the Branch Operations Manager with Forward Financial Group. My role is to ensure clients are well served through building client relationships, improving team operations, and providing portfolio research.
I grew up in West Allis, WI and received my Bachelor's and Master's Degrees from Cardinal Stritch University. I am an avid sports fan and played collegiate baseball during my undergraduate years. I also coached basketball and baseball for 11 years.
With a passion for helping others achieve their personal and family goals, I spent the next several years after college working in the recreation and programming industry as well as real estate. During this time, I continued to see the financial stress of families rise and I was encouraged to be a part of changing that narrative. I ultimately decided to utilize my financial planning skills and take my passion for helping others to the financial industry.
I joined the Forward Financial team because I believe strongly in the importance of planning and taking the proper steps to achieve future goals. I believe the choices we make now will ultimately determine where we end up down the road. Our financial situation does not have to keep us awake at night. With an appropriate plan we can relieve some of the stresses that weigh us down and prevent us from living a life full of joy. My favorite part of the Forward Financial group is our team approach to serving our clients, ensuring all questions and concerns are taken care of in a timely manner and to a high level of satisfaction.
In my free time I enjoy spending time with my wife Amber, son Gage, daughter Merritt, and two dogs Luna and Cabo. We love hiking, biking, kayaking, camping, traveling, and spending time with family and friends.