Who We Are
We are a financial planning and investment management practice that is passionate about helping the families of Southwest Wisconsin pursue financial freedom. We are built on the value that the needs of our clients come first - and nothing else comes second.
After I graduated from UW - La Crosse with both Accounting and Finance degrees, I moved to Richland Center to begin my career as a Financial Advisor.
As the primary advisor in our office, I enjoy helping my clients meet the challenges of today's retirement and financial uncertainties with creative and personalized solutions.
I take pride in giving the best service possible to local families by being highly accessible and efficient with my time. What I enjoy most about my job is getting to know the people I work for and building relationships that extend beyond the value of the work I provide.
My wife Mckenzie and I have two beautiful daughters. In my free time, I like to spend quality time with my family, travel, read, and volunteer. I have also coached the Richland Center/Ithaca Cross Country teams since 2017.
I had the good fortune of learning how to serve families from a member of my own. My career as a financial advisor began by joining alongside my father in delivering high-quality financial advice and investment management to local families in Southwestern Wisconsin.
I spend most of my time helping families as a member of Callan Wealth Management located in several offices around western Wisconsin. However, I also work with Mindham Wealth Advisory by lending my experience in investing and financial planning to help more people pursue financial freedom and independence.
I am married with two daughters. I enjoy giving my time to my family, my church, and my community. I also go on an annual hiking trip in Colorado with my father.
Find out more about the various ways we help our clients try to reach their financial goals.