Strategy. Execution. Success.


My practice has been located in Door County, Wisconsin for 30 years, and while many of my clients are both year-around and seasonal, I have clients from across the United States.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

European equity downgrade: Continental drift

Economic growth that seems to have plateaued and an unwelcome embrace of populism have turned the investment case for European equities more opaque. Read the full economic outlook in the latest edition of Global Insight.

Taking the next step

Whether you're a current client who would like to review your portfolio or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

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