OVERVIEW
Your Trusted Advisor in Madison, WI
As a young professional, part of a growing family, or someone nearing retirement in Madison, you deserve financial clarity and confidence. My advisory practice is dedicated to helping you build a strong financial foundation with one-time plans, hourly consultations, and financial advisory services. With transparency and care, you’ll navigate complex financial decisions to secure your family’s future and thrive in our vibrant Madison community.
Your Path to Financial Success
Feeling overwhelmed by financial choices? You’re not alone. Many people here in Madison and beyond seek a financial advisor to simplify complex decisions like retirement planning or investing, especially when juggling careers and family. You might dream of buying a home near Lake Monona or securing your kids’ future but lack the time or expertise to make it happen. Perhaps you’re anxious about outliving your savings or unsure if you’re on track for retirement. Or maybe emotional stress clouds your financial moves, and you crave clarity. My goal is to come along side you to understand your goals and your current challenges and create a tailored plan to help you navigate those challenges, stay accountable, and focus on what matters—whether paying off debt or building generational wealth for your family. Let’s turn your financial worries into confidence.
How You’re Supported
Your financial journey starts with your unique goals and aspirations—whether saving for retirement, protecting your loved ones, or budgeting smarter. You can choose from:
- One-Time Financial Plans: An roadmap tailored to your needs, giving you clarity without ongoing costs.
- Hourly Consultations: A way to get those one or two burning questions answered so that you can have peace of mind of a professional opinion.
- Fiduciary Advisory Services: Ongoing support with a legal commitment to prioritize your best interests. You get a partner that will advise and be alongside of you during the unique twists and turns of your family’s life.
Why You’ll Feel at Home Here
- Madison Roots: Serving you from Middleton to Monona and everywhere in-between, with deep knowledge and love of our local community.
- Accessible Options: Affordable plans and hourly rates make expert guidance within your reach.
- Fiduciary Promise: Your goals always come first, with no hidden agendas.
- Personalized Care: Your family’s dreams and challenges shape every recommendation
A Bit About Me
I am a Midwesterner through and through, but I do have a little bit of Southerner blood in me as well. I was born in Illinois but grew up mostly in northwest Arkansas in the heart of Walmart country. After high school, I journeyed back north and attended the University of Illinois. After receiving my undergraduate degree, I moved to Madison for my first job and ended up loving the area and decided to make this my home. I’ve worked for several companies in the Madison area including Epic, American Girl, and Zendesk. I also received my MBA from the University of Wisconsin in 2019.
In my free time, I enjoy biking the Monona Lake Loop with my wife, Beth, and two kids, Oakley and Hannah. I also enjoy playing golf, basketball, and Ultimate Frisbee in the MUFA league. I’m active in my church here in Madison, and you may also find my wife and me checking out the Farmer’s Market on the Capital Square or visiting a local coffee shop on the weekends (shoutout Reverie and Café Domestique).
Take Control of Your Financial Future
You’re ready to tackle your financial goals—whether it’s buying a home, planning for retirement, or safeguarding your family. Schedule a complimentary consultation today to share your vision and explore a plan crafted just for you.