Your Goals and Dreams, Our Guidance

As a Financial Advisor with three decades of experience in various stock and bond market cycles I am able to help clients structure balanced portfolios and develop sound financial strategies. I specialize in understanding people; learning your temperament and appetite for risk, then balancing that with what is best for your portfolio. I have the ability to communicate on many different levels. When you leave my office I want you to really feel like you “get it”. I also work closely with your other professionals to make sure you have a complete investment plan.

I grew up in Brookfield, IL and attended Lyons Township High School and am an Alumni of Western Illinois University. Now the Managing Partner of ARRIS Capital Management, Inc. of Wells Fargo Advisors Financial Network LLC, I began my financial services career with Edward Jones where I worked for 7 years. I joined Blunt Ellis & Loewi in Lake Geneva, WI in 1989 and stayed throughout several buyouts and name changes. I then moved my practice to A. G. Edwards, a predecessor firm of Wells Fargo Advisors (formerly Wachovia Securities). I feel taking my team of advisors and staff to the independent channel of Wells Fargo Advisors Financial Network in the spring of 2010 has enabled me to run my business on a much more local level.

Committed to enriching my community and my world, I am currently active in the Rotary Club of Elkhorn (Past President), and have held various positions with The Elkhorn Fund. I enjoy talking about each of these important organizations and how we’re making a difference locally and globally! Just ask!

I am dedicated in helping clients plan for retirement and manage wealth, in order to achieve their goals. Building relationships and putting in the necessary time to formulate plans for each and every client is what drives me to be a trusted Financial Advisor. I not only care about helping you reach your financial goals, but I seek to connect with you and your families to create relationships that last long into the future.

 I graduated with a Bachelor’s Degree in Business Finance from the University of Wisconsin-La Crosse in the spring of 2020. Upon doing so, I took the opportunity to join this industry and have not looked back.

  I was born and raised in Burlington, WI and am a part of a family who is very active in sports and the local community. Growing up and being the oldest of 4 children, we spent countless hours at sporting events; often baseball & softball tournaments in the summer. Later, I was fortunate enough to play baseball at the collegiate level, here in Wisconsin.

 I currently live in New Berlin, WI with my fiancé, Kim, and our dog, named Chesney. He is a very active Australian Shepherd mix, and we love spending time with him after work and on the weekends. I am an avid Wisconsin sports fan, and I enjoy the outdoors here in our great state; especially hiking, fishing, and hunting. Several times out of the year, I can be found at our family cabin in Three Lakes, WI.

With more than 30 years of experience in the financial markets,
I am dedicated to understanding individual’s long term goals
by developing investment strategies around their financial
needs. My experience with dramatic market fluctuations gives
insight into structuring balanced portfolios focused on specific
financial needs and goals.

Now a Financial Advisor with Wells Fargo Advisors Financial Network, I began
my career as a member of the Chicago Mercantile Exchange
and proceeded to trade options on fixed income, commodities,
currencies and indexes. I have been a business owner with
experience in the challenges of ownership including, employee
compensation, benefits packaging, key person insurance and
business growth and legacy.

I have been an owner and member of the Chicago Mercantile
Exchange, Chicago Board of Trade and the Chicago Board of
Options Exchange. I was involved with collegiate sports before
receiving my Bachelors of Business Administration from
Marquette University in 1987 and have continued to support
the University and its philanthropic endeavors.

As the first point of contact for clients, one of my roles is to make sure their requests are processed in a timely manner. Whether handling the request myself or connecting clients with an experienced member of our team, I really enjoy interacting with clients and helping them in any way I can.

While completing two associate’s degrees in marketing from Gateway Technical College, I held jobs in merchandising and first-point-of-contact roles. Working for large corporations, franchises, and small businesses has taught me the importance of developing client relationships and providing quality customer service.

I currently reside in Powers Lake, WI with my Silver Lab named Maze. My hobbies include hiking and kayaking with my dog, as well as crocheting, reading, and baking.

I feel that it is important to give back to your local community and I do this by donating my time. Volunteering for events with family, friends, and colleagues is a great way to give back and have fun. I have personally helped organize and facilitate church dinners, fund raisers, weddings, celebrations of life, and club events for Girl Scouts, Boy Scouts, and the Elkhorn Rotary Club. I am always willing to lend a hand and encourage the enrichment of those around me.