With nearly 30 years in the wealth management industry, I am seasoned in utilizing sound strategies and customized solutions to help individuals, families and corporations reach their financial goals. Over the years I’ve learned that an honest and dedicated approach with my clients has proved to be the most successful.
Through sincere collaboration and holding myself to a high level of accountability, I help clients pursue their goals openly, clearly and precisely. My critical thinking, speaking, and most importantly, listening skills have helped clients who have a vested interest in enjoying their retirement years, want to be able to share their wealth with family, or simply want financial peace of mind.
For me to be successful, I need my clients to be successful as well. I am passionate in engaging clients planning for their long-term financial objectives and then celebrating with them when those goals are achieved. You also see this community-driven effort from me outside the office. I proudly serve as the past chair and current member of both the Door County YMCA board and the Board of the Door County Medical Center Foundation.
To learn more about what I do or to discuss your financial situation, please do not hesitate to reach out to me.