About Me

I began my financial services career in 1998 and joined Stifel in 2018, as part of the firm’s acquisition of Ziegler Wealth Management.  I began investing at the age of 16, and my early interest in personal finance and making a positive impact in people’s lives has contributed to my success and dedication to helping my clients.  Today, I help successful individuals and families by providing comprehensive financial guidance.  This includes drawing on Stifel broad resources to provide wealth management and financial planning throughout their life journey.

A longtime resident of Wisconsin, I earned a Bachelor of Arts from the University of Wisconsin – Milwaukee.  I hold Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). 

Active in the community, I am founder and past president of the Whitefish Bay Jr. Dukes Baseball Club, past president of the Whitefish Bay Jr. Dukes Basketball Club, and I am a board member of Immanuel Presbyterian Church Board of Trustees.  I enjoy living in Whitefish Bay with my three sons.  In my spare time, I enjoy traveling, yoga, playing pickle ball, watching sports, and listening to live music.