About Me

My mission is to educate investors in the fundamentals of wealth management and pursuing wealth accumulation. The objective is to provide you with a knowledge base to form realistic expectations for portfolio return. A disciplined investment program, which is designed to help my clients pursue their goals by providing long-term capital and income growth, is at the center of my practice.

I seek to provide multigenerational investment guidance to help families pursue their financial goals through the application of the principles outlined in my investment process, all while delivering the highest level of service possible. As our relationship continues, I will periodically review your investment plan and personal objectives with you, which is key to helping all of my clients work toward their goals. This includes confirmation that your asset allocation strategy diversifies your portfolio across appropriate asset classes and investment categories. I work to align the guidance I provide with the mission of your family or institution.

I will work to help you avoid the pitfalls that can result when investors, without a disciplined approach, react to the volatility of the financial markets. With your permission, I will coordinate with your investment committee, tax professionals, and legal teams to provide performance measurement and risk analysis. Stifel’s sophisticated performance reporting tools enable customized reports that help to align with your goals.

I reside in Neenah, Wisconsin, with my wife, Nancy, and four children, Stephen, Thomas, Hannah, and Daniel.


 

Asset allocation and diversification do not ensure a profit or protect against loss.

• Series 7, General Securities Representative
• Series 9 & 10, General Securities Sales Supervisor
• Series 66, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities) 

• Future Neenah Inc., Past Board of Directors
• Neenah Rotary
• Children’s Hospital of Wisconsin Fox Valley