Helping Make Sense of Financial Planning.
Every person’s needs are unique and it is my job to create an individual plan for them.
I have had the pleasure of working in the financial industry for over 10 years and I truly love it. As an independent Financial Advisor I can offer products from many of the top financial companies to ensure my clients are getting a custom – tailored plan.
When I am away from the office I enjoy spending time with my family. My wife, Paula, and I have two young children that always keep us on our toes. My wife and I enjoy running and other community activities around the Fox Valley.
As members of the Tenacity Advisory Group, I have a large network of qualified professionals to meet all of your financial needs. These professionals include CPA’s, CFP’s, CLU’s, LUTCF’s, CMFC’s, and CSA’s. We collaborate with these professionals in order to provide the most holistic and cost competitive approach to create your financial plan.