My role is to help individuals find financial peace of mind and make wise financial decisions. That is best done with a financial plan, a roadmap. Wherever you find yourself on that road I can help by being your guide.
My wife, Wendy, and I live in Colgate WI, have two grown children and three grandchildren.
I practice as a Certified Financial Planner®, graduated from Washington University in St. Louis with a Master's degree in Business Administration and the University of Missouri with a Bachelor of Science degree.
I look forward to many more years helping individuals make wise financial decisions.