About Me

Having begun my financial services career with Stifel in 2014, I have had various roles that focused on administration, investment plan implementation, and developing client-facing presentations. Today, I seek to provide clients with a greater, holistic view of their financial picture. To do this effectively, I draw on the knowledge gained from attaining the CERTIFIED FINANCIAL PLANNER^® certification to help my clients navigate the wealth planning process, listening to their goals and tailoring a plan suited to their financial future and lifestyle. In particular, I enjoy helping clients find efficient ways to meet their giving goals - whether to charity, family, and oftentimes both. Outside of the office, I have previously served as a board member and Treasurer for the Wisconsin-Upper Michigan Bridge and am part of the Strategic Planning Commission for the Altoona (WI) Public Library. In addition, I assist on the video team at my church and enjoy bicycling, reading, and disc golfing. I love spending time with my wife, Katelyn, son, Titus, and daughter, Margaret.