Why do you do what you do?
I wake up every day to help wealth‑builders and high‑net‑worth families turn income into lasting Freedom, financially, personally, and generationally. Recognizing that traditional 60/40 portfolios serve many investors well, I felt called to complement those foundations by bringing Wall‑Street‑level alternative investments such as private equity, private credit, structured notes, and direct co‑investments to clients in Sun Prairie and the greater Madison area. Grounded in my core values of Faith, Family, Fitness, and Freedom, my mission is simple: deliver strategies that match your needs with your goals, in a way that’s tailored to you, and not “off-the-shelf”. That purpose keeps me energized, whether I’m conducting due diligence on a new private‑real‑estate fund or coaching a young family toward their first $1 million milestone.
What are you most passionate about?
I’m driven to unlock opportunities usually reserved for large institutions and make them available to Wisconsin investors. I’ve helped clients access private‑market deals across AI, aerospace, national‑security tech, and fintech. My passion for American Dynamism is what fuels my drive to find innovative companies that build growth, security, and jobs here at home. Opening the door to high‑impact alternatives, while guiding families on how these strategies fit within a prudent financial plan, is what energizes my work every day.
What’s the best advice you have ever received?
“Invest in what you understand—and with partners you trust.” That mindset led me to join MBE Wealth, pursue my CFP® designation, and is why I apply a rigorous, transparent due‑diligence process to every opportunity I recommend. Clients tell me that clarity and accountability are why they trust me with multi‑million‑dollar decisions. It’s why they refer friends and colleagues who seek a more personalized and sophisticated wealth advisor in Sun Prairie, Wisconsin.
