I’ve been in the financial services industry since 2004 and with Woodbury Financial Services, Inc. since October of 2017. Internally I’m part of a group of advisors called Tenacity Advisory Group – TAG, where we share industry-related best practices. Within TAG, I’m a Founding Member and co-manager on our Model Management Team, which manages investment models for use by members of TAG. We currently have 12 advisors on the team who co-manage over a billion in assets together.
Prior to joining Woodbury Financial Services, Inc. I was with SII Investments, Inc. as a broker/dealer. Before that, I oversaw the wealth department for a local bank that covered 14 branches throughout northern Wisconsin and the upper peninsula of Michigan, where I concentrated on helping individuals with their investment-related needs.
In my current role as President and Wealth Advisor at Northern Wealth Management, I concentrate on developing in-depth wealth management strategies that focus on the personal needs of each client I serve.
I enjoy every aspect of the outdoors and what it offers throughout the year here in Northern, Wisconsin. My girlfriend Sara and I try to spend as much time outdoors as we can. We also like to play pool and find ourselves at various pool tournaments throughout the year. Aside from pool, I am also an avid golfer, fly fisherman, and world traveler.