For the past 12 years, I have successfully helped institutions and clients achieve their long-term goals and short-term needs by following a comprehensive wealth management process.
Drawing from my experience coaching the University of Wisconsin cross country team to a national championship, the same qualities of goal setting, discipline, and communication will help my clients achieve their financial objectives.
Certifications and Affiliations
Locations & Hours
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. BCU has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU.