ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1986. I help clients succeed by serving as a single point of contact to interact with the entire wealth management team. I provide timely communications regarding pertinent financial planning and estate planning topics, and I help support their philanthropic interests.

I live in Madison, and serve clients in Madison, Middleton and Verona. I enjoy spending time with my family and my son, Eric. I serve as board chair for the Unity Point Meriter Foundation, and also serve as a board member for Madison Museum of Contemporary Art and American Family Children's Hospital Advisory Board. Outside of work, I enjoy travel, biking and water skiing.

My areas of focus: Business owners, Executives, Philanthropists

Education

  • Oral Roberts University: Bachelor of Science, accounting
MY OFFICE

 

1 S Pinckney St
Madison, WI 53703

advisor address map to1 S Pinckney St
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.