A plan for today, tomorrow and generations to come

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Growing up I saw people make financial decisions that had a negative impact
on their family. Seeing this made me realize that I wanted to understand the
benefits of making smart financial decisions, in order to help others, which
led me to become a financial advisor.

I have been advising investors since 1997 and strive to understand the
emotions and expectations of my clients allowing them to feel confident in
the plan we set together. You and your family will receive exemplary care
today and in the future through personal financial guidance and on-going
financial education for the next generation.

As a result of my education, training and experience; I have developed a level
of experience in multi-generational financial planning, asset management,
retirement planning and estate planning. I hold the Series 7 and 65 securities
licenses as well as licenses for annuity, life and long term care insurance.

I hold a bachelor’s degree in Finance from the University of Wisconsin-River
Falls. I grew up in White Bear Lake and now live in Woodbury with my wife,
Kara, and daughters, Elly and Reese. I enjoy traveling and spending time with
my family. In addition, I have an appreciation for cars built in the 1930’s, 40’s
and 50’s and belong to the Minnesota Street Rod Association.

• University of Wisconsin - River Falls , Finance

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As a Wealth Strategy Associate, I take pride in developing personal relationships with clients and am dedicated to overseeing our client’s financial success. My goal is to provide superior client communication, education and service while being committed to delivering a high standard of care to our clients and their families.

I play a key role in providing insight and high quality service to our clients. I am actively involved in the financial planning, retirement planning and investment management services that we provide.

Prior to joining UBS, I served as a Wealth Management Associate at US Bank/US Bancorp and have experience in providing high quality financial service to clients since 2017. I use my experience and deep knowledge of the firm’s processes to proactively and efficiently provide client solutions.

I currently hold the Series 7 & 66 Securities licenses, as well as Minnesota and Wisconsin Insurance licenses.

I reside in the Hudson, WI area where I grew up; however, I am an avid MN sports fan. I thoroughly enjoy visiting local shops, restaurants and wineries. I also enjoy spending a lot of time with family, friends and pets.

• Chartered Retirement Planning Counselor

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• PA
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• UT
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As a Registered Client Service Associate, my top priority is making sure that I deliver the help and experience that each one of our clients deserve. I pride myself with having great relationship building skills and the ability to recognize each individual’s unique needs. I believe that everyone deserves a tailored fit experience vs a one size fits all.

Prior to joining the Rowan Wealth Management team, I was an intern with UBS from 2017 to 2019. Upon graduating college, I decided to go into Personal Banking and Consumer Lending. A couple of reasons I enjoyed consumer lending so much was because I was able to make a difference in my client’s lives. I also enjoyed being able to have that face to face interaction with each client. In 2022, I was fortunate enough to be able to join UBS once again, as a full-time employee working in Madison, WI. There I was able to complete my Series 7 & Series 66 Securities licenses.

Fast forward to 2024, with joining the Rowan Wealth Management team, I am now able to call Minnesota my home. 

I am originally from La Crosse, WI. I grew up a proud Minnesota sports teams’ fan, which you can imagine was very difficult being I was surrounded by Packer fans my whole life. Outside of work, I enjoy being physically active through working out, and when the Midwest weather permits, playing tennis or pickleball. When I do have free time, my Family and Friends are a big part of my life, getting to spend time when I can with them is very important to me. When it comes to relaxing, I love to grab a record from my collection and just listen to it front to back.

• Edgewood College , Business Finance and Economics