Areas of Focus
Investment Management
Business Retirement Plans
Retirement Planning Strategies
Family Finances
Interest
I enjoy being active, whether it is on the golf course, traveling or staying fit. Landscape design and gardening also fill my free time. Whenever possible, I enjoy a good glass of wine.
Community Participation
Friends of Autism
Lakefront Festival of Art
Education
Bachelor of Science, University of Wisconsin - Madison
Qualifications
CFP®
Series 63 - Uniform Securities Agent State Law Examination
Series 7 - General Securities Representative Examination held through LPL Financial
Accident & Health, Life, Variable Life / Variable Annuity & Long Term Care Insurance