Qualifications
I have been licensed for over 30 years in the securities and insurance markets. I received my Certified Financial Planner™ certification in 1985. In addition, I have earned my Accredited Wealth Manager designation.
Investment management is hard work, which I am no stranger to. While working 50-60 hours per week on 3rd shift at Continental Can Company, I was carrying 18 credits at Milwaukee Area Technical College (MATC) where I earned my Associates degree in Business Management in 1981.
Personal
I reside in Brookfield, WI with my wife, Debbie. Our three adult children have all graduated from college (without debt) and are employed in their respective fields. I am a very active volunteer in my community and I enjoy getting my hands dirty while helping those in need. For example, because of my strong faith, I have volunteered at Father Gene’s Help Center in Milwaukee since 1987. It is because of such efforts that I have been awarded the RBC Volunteer of the Year award twice.
When I am not involved in business or community activities, I enjoy unique travel, fishing, and a great workout. My latest challenging workout was summitting Mount Kilimanjaro at 19,341 ft in June 2015.
