I have dedicated my career to helping families and individuals navigate the complexities of financial planning. I started as a commodities futures trader at the Chicago Mercantile Exchange and then spent 23 years as a financial advisor and branch director at AG Edwards. Upon the firm’s acquisition in 2009, I transitioned to RBC Wealth Management.
I work closely with high-net-worth families and individuals to help them 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 of the office, I am actively engaged in the community. I serve as the Chairman of the Fish Creek, WI Harbor Commission and am a member of the Door County Land Trust board of directors, where I contribute my expertise to the finance & audit, and endowment trust committees.
In my free time, I enjoy caring for my forested acreage and spending time at my cabin on Chambers Island. I am a proud father to two grown daughters, Nora and Vivian.
