At work I am totally and whole-heartedly there for my clients. I understand the trust clients put in me so I want to work as hard as I can to make their financial dreams and goals become a reality. I am a tech nerd so I bring a modern, high-tech way to financial planning for my clients.

I love the fact that my job allows a good balance of interacting with people and digging deep into a complex financial problem to find a solution for client. This balance between the two usually means my day to day is never the same and keeps me on my toes to hone my skills.

Sure, there is pride from the fact that you helped with a client’s investment portfolio or financial plan. However, the main reason why I do what I do comes when I work side-by-side with a client over time and actually make an impact on their lives through our planning. The way I work is not a one-time transaction but rather a series of conversations or meetings developing a plan that can span years. There is a sense of trust in one another that develops with this way of working and this is what I love most about my work.

I am from Butte Montana originally. I went to college at Marian University in Fond du Lac, WI.

Away from work I spend most of my time with my lovely wife, Bri, and dog, Lennox. We spend as much time as we can outdoors hiking, skiing, or golfing (granted we do love our movie times!) Hockey has been a big part of my life since I can remember as I even played in college and in the minor leagues. It taught me a lot about how to face the challenges of life as an adult so now I try to help the kids in the youth and high school organizations in my community learn those same lessons for life and love of the game.