With over four decades of experience in investment management, I’ve dedicated my career to helping individuals and families navigate the complexities of wealth management. My journey began in 1981 at the Chicago Mercantile Exchange, where I developed a deep understanding of the markets as a commodities futures trader. In 1985, I joined A.G. Edwards & Sons, where I spent 23 years building my expertise as both an investment broker and branch manager.
Following the firm’s acquisition in 2009, I moved to RBC Wealth Management, serving as both a branch director and financial advisor. In August 2023, after 31 years in leadership, I made the decision to concentrate exclusively on what I find most rewarding—advising clients and managing their investment portfolios with a highly personalized approach.
I work closely with high-net-worth individuals and families to help preserve and grow their wealth across generations. My focus is on delivering thoughtful, tailored strategies designed to meet the unique needs of each client—whether it’s investment management, legacy planning, or navigating life’s financial transitions with clarity and confidence.
Outside the office, I remain actively engaged in the Door County community. I currently serve as Chairman of the Fish Creek Harbor Commission and as a Board Member of the Door County Land Trust, where I contribute to the Finance and Audit and Endowment Trust Committees.
In my free time, I enjoy managing my forested land with a focus on sustainable forestry and spending time at my cabin on Chambers Island.
