I started my career with Waddell & Reed in 1980 as an advisor in Minneapolis, Minnesota. I moved to Milwaukee in 1984 as a Division Manager and opened and managed the first office in Wisconsin. Since then, I have served in a number of management rolls. However, today my role is that of a Financial Advisor. I work with individuals, families and business to help solve financial problems and develop plans. I use workshops, client appreciation events and account reviews to stay connected with my clients.
I have previously led workshops and seminars for Milwaukee Area Technical College, Waukesha County Technical College and other area schools. I am a past committee member of Roger’s Memorial Hospital, a current Waukesha County Business Alliance committee member, and an active committee member at my church.
I live in Brookfield with my wife Coleen and we have four adult children and seven grandchildren.
I’m looking forward to using my experience to help you pursue your financial goals.
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