• As an industry veteran I have been serving organizations and their employees for 34 years. Many of my clients indicate they share a common challenge: many of their employees appear to be working longer because they may have issues with saving enough to maintain their standard of living in retirement.
• In my capacity as a Financial Advisor and Retirement Benefits Consultant I can help address this challenge by employing a process that offers plan health assessments for an organization’s retirement plan committee as well as financial wellness programs for its employees. I assist plan sponsors in determining the type of retirement plan that may meet their needs and the needs of their employees.
• As a Retirement Benefits Consultant, my role is to provide my clients guidance and structure to their fiduciary duties as well as provide employee education programs. As an industry veteran, I have been working with organizations for over 30 years. The experience I have gained enables me to help my plan sponsor clients pursue the goals they’ve set for themselves and their participants.
• Helping employers increase employee engagement is a major focus of my practice. I am passionate about providing education to employees to help them make more informed decisions about saving for their retirement. The firm strives to develop meaningful thought capital and financial wellness programs to support our clients’ efforts in sponsoring a meaningful retirement program.

I live in Mequon, WI with my wife Lisa who owns a specialty clothing boutique. I’m an avid golfer and enjoy travelling with my family. Lisa and I are very passionate about giving back to the community, and I volunteer for SecureFutures, whose mission is to provide financial literacy to area high school students. For this local non-profit organization I am currently a committee member of their annual investment conference and serve on their finance committee.  In the past I have been a board director, classroom volunteer and one-on-one coach.