Experience

I have focused on meeting the needs to institutional investors since 1983. I have continued to pursue advanced training and education in an effort to serve clients better. I have earned the Certified Investment Management Analyst, Chartered Retirement Plan Specialist, Accredited Investment Fiduciary and Chartered Retirement Planning Consultant Designations.  

Our ideal client is a successful mid to large size business. They have retirement plans for their employees and key executives. The plans have been successful but they want them to do better. They are concerned about the impact downturns in the market can have on their employees’ retirement. The increased scrutiny from Washington has them concerned about their exposure to fiduciary liability.  

I do this because I believe I can make an impact on the lives of our participants to help them build a sound future for generations to come.   

I am passionate about giving back to the community. I am chairman of the Investments Committee of Junior Achievement of Wisconsin, and also a member of the Executive Committee and Board of Directors.  

Another of my passions is speed skating. I am an International Official and part of an elite group of just 24 starters in the world qualified to be an official at the Olympic Games.

I have been married thirty-four years to my wife, Bernadette.  We have two wonderful children. BJ is currently pursuing a fellowship in Allergy at National Jewish Hospital in Denver, Colorado. Prior to this he was a Chief Pediatric Resident at Children’s Medical Center in Dallas, Texas. Erica graduated cum laude from Marquette University and is currently attending Medical School at Creighton University. With her background as a World Cup speed skater, Erica plans to pursue a career in sports medicine.

I have been in the financial services industry since 1999 assisting clients and financial advisors.  Prior to joining UBS in August 2013, I provided trade and operational support to several top producing Advisors. 

My husband and I moved to Wisconsin from Pennsylvania in the early summer of 2013.  We were both volunteers on the management staff for seven years in the county program for Special Olympics and grew the program exponentially.  I bring that same passion to providing the highest level of servicing clients for Bruce and Bernadette.  

I have a B.S. in Business Administration/Computer Information Systems.