ABOUT ME

 

As a Private Wealth Consultant, 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.

null. I help clients succeed by listening to their particular situation. We surround them with a highly coordinated team of experts that work in concert to provide proactive planning advice and ideas relevant to the changing events in their lives. A fiduciary based on the ultra high net worth investment platform, we believe teaming efficiency with investments creates the ultimate win for our clients.

I live in Lisbon, and serve clients in Milwaukee and Lake Country. I enjoy spending time with my wife, Lindsay, and our three kids, JJ, Gabby and Ellie. I am the former Chairman of the Board for the American Heart Association (Wisconsin) and continue to serve on the board. I serve on advisory boards for the Medical College of Wisconsin as well as ACTs Housing. I enjoy golfing, ice carving and coaching children's sports.

My areas of focus: , ,

Education

  • University Of Wisconsin-Madison: Bachelor of Arts
MY OFFICE

 

777 E Wisconsin Ave
Milwaukee, WI 53202

advisor address map to777 E Wisconsin Ave
RECOMMENDED READING

 

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Read article

Understanding potential tax law changes

The Biden administration and others have put forth proposals for legislation that would overhaul current income tax policies. U.S. Bank explains how changes can impact your own financial circumstances.

Read article

Financial planning

Financial planning for major purchases and life goals is critical to successful wealth management. Whether you're buying a car, saving for college, buying a home or covering major unexpected expenses easily. U.S. Bank and U.S. Bancorp Investments are here to help with financial planning each step of the way.

Read article

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.