With more than 10 years of experience in the financial services industry, I utilize my diverse background to help create customized wealth plans for my clients. My knowledge in credit analysis, trust administration and investment management provides me a unique perspective to help individuals, business owners and organizations plan for their financial future. I enjoy developing a relationship of trust with my clients so that I can better understand their goals. I then collaborate with a team of professionals in order to create and execute an investment strategy that will help enable clients to achieve these goals.
My wife, Danielle, and I live in Sturgeon Bay with our five children. We cherish family time and enjoy many outdoor activities. We also value our community and I am involved in many local organizations including serving as a board member of DOOR CANcer, Inc. and the Sturgeon Bay Youth Athletic Club. I’m also a past chair of the college scholarship committee of the Rotary Club of Sturgeon Bay.
