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Southeastern Wisconsin. It is where my heart and home are. I am a hometown boy, born and bred. I live here. Work here. I have family here, my wife, Sara and three great children. I am involved in the community and serve as a volunteer in the Germantown area at my childrens schools and their athletic endeavors. I hope to earn your friendship and business here. You see, since 1985 I have been privileged to work with thousands of people in our area. I have helped them take care of their insurance and financial needs to meet their goals. And, I am proud to say their success has been my success. I have helped many of them live their dreams - I would like to do the same for you.
My mission is to help retirees and those people who are serious about their future retirement by helping them develop specific financial strategies. I am their lifetime resource, allowing my ideal clients to enjoy complete peace of mind and financial independence now and for future generations.
My background is in the insurance and financial services industry all with Mutual of Omaha Companies. I began working with my father who worked for Mutual of Omaha for more than 30 years. I continually enhance my skills to be in the best position to assist you, by pursuing many hours of additional education. I have earned the industry designations RHU (Registered Health Underwriter) and LUTC Fellow, and am recognized for my sales and service. I am an active member of the National Association of Insurance and Financial Advisors, Million Dollar Round Table member since 1999, and have served on the Board of Directors for NAIFA-Southeast Wisconsin Chapter. I am also an investment adviser representative with Mutual of Omaha Investor Services, offering financial planning services to individuals, families and small business owners.
I can help you develop personal financial strategies and uncover problems you may not be aware of. That way, you will have the opportunity to take care of them while you are healthy and able, providing peace of mind.
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