With over 25 years of experience in Financial Services, I’ve learned quite a bit. I believe advising individuals and families using a transparent, hourly fee model is one of the fairest ways to deliver Financial Advice. I take pleasure in hearing my client’s stories and trying to figure out how I can help them! I love to dive deep, analyze and propose the most suitable way to move forward. My work brings joy, as I get to make an impact on other’s lives by ensuring financial security. I am a member of Advice Only Network, NAPFA, Fee Only Network, XY Planning Network, and the CFP Board.

My passions include helping my family whenever I can and doing everything I can to help my clients. When I’m not working on something for a client I’m spending time with my wife, daughter and son. Part of the reason I started this business was for the flexibility it allows me to coach, attend every baseball, football, hockey and basketball game and attend gymnastics meet for my son and daughter! I have been coaching youth sports for many years including baseball with the Whitefish Bay Little League and Jr. Blue Dukes Travel Baseball Club, Hockey with the Milwaukee Winter Club, Softball, Jr. Dukes Softball and flag football through the WFB Recreation Department. My wife and I love to travel, go to concerts and spend time with our friends and family. My parents are immigrants from Ireland (Counties Dublin and Mayo) and I have 5 brothers and sisters, (so there’s always something fun to do).

For details on my education and work experience, take a look at my LinkedIn profile.