Focus & ExpertiseI provide comprehensive investment planning & management to help my clients achieve their financial goals.Background & CredentialsI grew up in a small-town, working-class family and remember my dad once clocking 202 hours on a two-week manual labor paycheck. Despite his hard work, we still lived by meager means. Dad often told me he wished someone had educated him earlier in life about the importance of saving and investing. As an advisor, I can do just that: educate and help people achieve their financial goals.I have always enjoyed making complex things simpler and more organized, so for over 20 years I have worked with clients on holistic investment planning, including asset management, retirement planning, insurance planning, and estate planning strategies. With extensive experience throughout major shifts in the markets, it is most rewarding to give my clients confidence by helping to piece together their financial puzzle.I graduated summa cum laude with bachelor’s degrees in finance and economics from the University of St. Thomas as an Aquinas Scholar.In the community, I am a Founding Board Member of the New Prague Area Education Foundation and served as its President for three years. Currently, I serve as Treasurer of Holy Trinity Lutheran Church, and a member of the New Prague and Elko New Market Chambers of Commerce. I am also an active Rotarian, a Paul Harris Fellow, where I served two terms as President.My wife, Dara, is a high school language arts teacher and we live in New Prague with our two wonderful daughters. Our family enjoys being in nature and going on weekend adventures. I am an avid golfer and have been a member of the New Prague Golf Club since 2002.This information is intended for use by residents of AL, AZ, CA, FL, GA, IA, MN, MT, ND, OR, WA, and WI only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.