I have more than thirty years of experience as a financial advisor; five years as a floor broker at the Chicago Mercantile Exchange and twenty-five years as a Branch Director and financial advisor with St. Louis-based AG Edwards, located in Door County, Wisconsin. I joined RBC Wealth Management in 2009. I am a Registered Investment Advisor and I passed the Series 8, general securities supervisor exam. I focus on the growth and preservation of assets for individual and family clients.
I live in Fish Creek, Wisconsin. I am the chairman of the Fish Creek Harbor Commission and the Fish Creek Waterfront Steering Committee. I am a founding and current committee member of the Chambers Island Marina Co. LLC and I hold a United States Coast Guard 100 Ton Masters license. I am a past officer and founding member of the Legal Aid Society of Door County and the former Vice-President of the Door Community Auditorium board.