Strategy. Execution. Success.


My practice has been located in Door County, Wisconsin for 30 years however I have many clients from across the United States.

Europe: Green shoots wilt

Tariff disputes, Brexit uncertainty, and political tensions are casting shadows over the green shoots of Europe’s anticipated economic recovery. We provide an investment-focused overview and discuss our decision to downgrade European equities. 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.

Bulletin board

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.