Garrett’s strong analytical skills and resourceful nature are invaluable attributes for the day-to-day administration of our client’s investment portfolios. His intellectual curiosity adds a respected dimension to the research and trading functions for our team’s investment committee and portfolio management. Garrett’s extensive experience with various data and research providers means we can quickly access the data we need to discuss an opportunity or challenge facing our clients.

Prior to his current career, Garrett was a touring professional golfer. He competed on the Web.com, NGA, eGolf, and Dakotas tours and accumulated more than 15 victories as a professional. He looks to bring the same commitment, work ethic and excellence into serving our clients. Currently he remains active as a competitive golfer with amateur status and competes regularly in local, state and national golf events.

Garrett graduated from the University of Wisconsin – Madison with a Bachelor of Business Administration degree in finance, investments and banking. While in college, he was a four-year letter winner and a two-year captain on the UW Men’s golf team.  As a senior financial associate at RBC Wealth Management, he has passed the Series 7 and 66 FINRA exams and holds life and health insurance licenses.  After completing the extensive curriculum required, Garrett also earned his CERTIFIED FINANCIAL PLANNER™ certification. The multi-year CFP® program is a well-regarded certification awarded by the CFP® Board to individuals that meet rigorous educational, testing and ethical standards. Along with being well-versed in developing integrated wealth management plans, this certification equips Garrett with a robust theoretical and practical knowledge of investment products and services, an unwavering commitment to the highest ethics, and a steadfast commitment to putting your interests first.

Born and raised in Rewey, Wisconsin, Garrett has called Madison his home since moving here for college in 2003. In his free time, Garrett enjoys golfing, fishing, traveling, working out and seeing friends and family.