I grew up in a small town in West-Central Wisconsin. Ever since I was young I have always loved helping people understand their financial situations and building long-term relationships with them. This love in my life has led me to a career in financial planning, here at Lincoln Financial Advisors.
I received my Bachelor of Science degree, in Personal Finance, from the University of Wisconsin-Madison. Shortly thereafter, after meeting stringent educational and experience requirements, as well as, passing a comprehensive two day exam, I earned the highly respected CERTIFIED FINANCIAL PLANNER™ professional certification, CFP® . Earning this certification, along with obtaining the Chartered Retirement Planning Counselor designation, CRPC®, has provided me with additional knowledge that has helped me better serve my clients now, and in the years to come.
More recently, I’ve become an associate lecturer for a course on financial life skills, for life after graduation, at UW-Madison.
Outside the office I enjoy spending time with my family and friends, especially my wife and our three children. In the future, I look forward not only to helping you build and review your portfolio, but also in helping you move towards achieving your financial goals.