I grew up in Green Bay while the majority of my career, before moving back to Green Bay in 2016, was spent in Chicago where I worked for one of the nation’s top independent investment advisory firms.
There, I focused on serving high net worth and ultra-high net worth families where my average client had about $10 million of investable assets. I trained under two of Barrons’ Top 100 Advisors and served on a team managing over $300 million. Hence my expertise in coordinating investment management with complex estate plans and high sensitivity to investment tax management.
Throughout my career I’ve worked with families from various industries and stages of life, including; Fortune 100 executives, a Hollywood writer/actor/director/producer, business owners, young W-2 employees, doctors, retirees and everyone in between.
I serve a small number of high quality clients and am the sole decision maker, which allows me to be much more nimble than a large firm and also allows me to provide personalized, custom service.
I’m a member of Mensa, the high IQ society.