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 2003. I help clients succeed by helping them identify, plan for, and achieve their financial goals.
I live in Waterford, and serve clients in Milwaukee, Brookfield and Racine County. I enjoy music, spending time with my family outdoors, and designing board games. I serve as a board member for the St. Thomas Aquinas School Endowment Fund. I reside in Waterford with my wife and our twin daughters.
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.