My wife Debbie and I have been married 32 years. We are both Appleton West graduates, class of 1983. We have a 23 year old son, Jack. His interest areas include music, roller coasters and video games!
We love to travel as a family and Florida has been our destination of choice in recent years. A week in Florida during the Wisconsin winter seems to do the trick! We are active in our church, Faith Lutheran in Appleton. I served as an Elder for several years and Debbie has been on several Boards. We also enjoy getting involved in the community, including volunteer work.
I am fortunate to be able to say that I love my job. Financial Planning is an important part of people's lives and I'm truly appreciative of the trust and confidence that my clients' place in me.
Professional Designations:
CFP® CERTIFIED FINANCIAL PLANNER™ Professional
Investment Professional
Experience:
31 years in the financial services industry, including 24 years with Zimmer Financial Group
Education:
University of Wisconsin - Madison
B.B.A. "Bachelor of Business Administration" - Finance, Investment & Banking Degree
M.B.A. "Master of Business Administration" - Diversified Degree
J.D. "Juris Doctor" - Doctor of Law Degree