Experience

I began my career in one of the equity market's most tumultuous years (2000) on record, - and over the past 21 years I have helped clients manage their wealth throughout good times and bad.  I joined UBS in 2011 after 11 years at Wells Fargo.  With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding and total financial management.  I am FINRA registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident, health insurance and annuities, I also am RICP® certified (Retirement Income Certified Professional).  My bachelor's degree in Finance is from the University of Wisconsin-River Falls.  My wife and I live with our daughters in Hudson, WI.  I enjoy Snow Skiing, hiking and spending time outdoors along with many different sports.

With over 32 years in the financial service industry, I have partnered with my clients through 10 market corrections and two recessions.  Prior to becoming a Financial Advisor I owned and operated a successful small business, giving me firsthand knowledge of the challenges my clients (many of whom are small business owners), face.  I joined UBS in 2011 after stints with both Wells Fargo and Morgan Stanley.  I am FINRA registered and hold Series 7, 63 and 65 securities licenses as licenses for life, accident, health insurance and annuities.  I actively volunteer for several charitable organizations.  I have a passion for mentoring area youth in both baseball and basketball.  I enjoy traveling the world with my wife and family which includes our 2 children, Jordan and Brittney.  We are residents of Eden Prairie, MN.   Finally I have been humbled by all the wonderful friendships formed during my 32 year career.  It has truly been a rewarding journey.