I was born and raised in a small city in Northern Wisconsin, where I inherited strong Midwestern values and a deep work ethic. Loyalty, responsibility, competency, authenticity, and passion drive everything I do. I believe in doing well personally by doing good for others.
My mother, a resilient and positive woman, overcame many adversities and remained a caring and loyal employee at the same company for 42 years. My father, a second-generation entrepreneur, successfully ran a family business for 37 years, employing over 65 local community members. Growing up in that environment, I developed a unique and adaptable skillset while working in the family business. That foundation led me to a career as a golf pro and later as a small business startup consultant, where I applied my expertise in business operations, accounting, and finance.
Wanting to make a greater impact in the lives of others, I took a leap of faith and changed careers. In just three years, I earned seven licenses in securities and insurance, working toward my goal of becoming a financial advisor. Today, I specialize in behavioral finance and financial planning, and I promise my clients that they will never find another advisor who cares more about them and their families or who is more deeply committed to helping them achieve their financial goals.
I’m one of five brothers and currently live in Charlotte, NC, with my fiancé, Nicole, and our two rescue pups. Nicole is an emergency medical physician in the greater Charlotte area. Outside of work, I continue to play golf competitively and enjoy staying active in the community.