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Hello! I am the Founder, Financial Planner, and Special Needs Consultant at Quantum Group Planners, where I dedicate my efforts to specialize in special needs planning and personal financial planning. Both of these areas are crucial yet often underserved, and I find immense fulfillment in addressing these gaps. People with disabilities and the “unseen people" in our lives are some of the most giving and loyal individuals, and I feel fortunate to surround myself with them every day. Before venturing into financial services, where I’ve practiced the last nine years, I spent over fifteen years working as a college football coach at UW-La Crosse, Wartburg College, and UW-Platteville. My educational background includes a BS in Engineering obtained in 1995, an MS in Engineering in 1999, and an MS in Education in 2002. Over the course of my career, I have also earned the Series 7 & 66 securities licenses and the ChSNC designation in 2019. What I enjoy most about my job is finding solutions that not only save people money but also empower them to make informed financial decisions. Helping special needs families navigate the tools and rules available to them is particularly rewarding. I firmly believe that the greatest values I can offer my clients are the work ethic and the effort needed to teach them how to design and run their own financial plans successfully. Originally from Oregon, WI, I now reside in La Crosse, WI with my wonderful wife, Kristen, and our two teenage daughters, Ava and Lilly. Outside the office, I am actively involved in various organizations, having served as a former board member with the Downs Syndrome Association, La Crosse Autism Foundation, La Crosse Disability Action Network, and the Coulee Region CCOT Groups. In my free time, I love coaching my daughters in sports like volleyball, basketball, and track. Spending quality time with family and friends on the Mississippi River is a cherished pastime. Whether in my professional life or personal pursuits, I am committed to making a positive impact on the lives of those around me.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
01/13/2025 - Present
Cetera Investment Advisers LLC (ONALASKA WI)
WI
03/03/2020 - 05/18/2021
VOYA FINANCIAL ADVISORS, INC. (LaCrosse WI)
WI
03/25/2017 - 03/04/2020
MML INVESTORS SERVICES, LLC (La Crosse WI)
WI
08/22/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (La Crosse WI)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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