President/Private Wealth Manager
Our business is built on a foundation of thoughtful client relationships.
GENERAL I started my financial advising career in the year 2000 and worked for some of the largest financial companies in the US. I wanted to combine the best of what the large companies did well with the ability to do more comprehensive financial planning for my clients. So, I founded this firm, Experienced Wealth Management, where I focus on comprehensive wealth management and financial planning for individuals and business owners with high incomes or net worth. When it comes to our client’s finances, we got their back and aim to keep them on track! WHY DID I CHOOSE FINANCIAL PLANNING?While I was growing up, my father was a business owner. Although he worked very hard and did a lot of business, he never seemed to get ahead financially. I decided to study economics in college to find out how I could help. One day during my sophomore year, my economics professor spoke before his lecture about how he had recently met with a “fascinating person” called a financial planner. He stated that as an economics professor, he thought he had his financial plan in good shape. But he found out that he had a lot of oars in the water, but they were going in different directions. He said his financial planner helped him get them rowing in the same direction.
I immediately thought of my dad and how he needed to have his oars rowing in the same direction. From that point on, I was passionate about being the most informed financial planner I could be. Because, if my economics professor couldn't figure things out on his own, what were the chances of my dad and others like him being able to do it! EDUCATIONBachelor of Science, BS. Quantitative Economics, University of Wisconsin OshkoshMaster of Business Administration, MBA University of Wisconsin Oshkosh PROFESSIONAL CREDENTIALSCertified Financial Planner, CFP®Accredited Asset Management Specialist, AAMS® PERSONAL/HOBBIESI grew up in Green Lake, Wisconsin, and I have lived in Appleton ever since I finished school at UW-Oshkosh in the 90s. I love biking, the Packers, and spending time with my partner, Laura, and our dog, Cooper. I also enjoy golf, even though I am not very good at it.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.