I’ve learned quite a bit in 25 years in Financial Services. I believe advising clients using an hourly transparent fee model, rather than selling products is one of the fairest ways to deliver financial planning. I take pleasure in hearing client stories and learning their motivation. 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 others’ lives by ensuring financial security.

The clients I work with have accumulated savings in 401(k)'s, 403(b)'s, IRA's, Roth IRA's and brokerage accounts. They all expect to receive Social Security and some have Pensions. In most cases they have raised kids and are empty nesters. I work with them to figure out if what they can make a transition to either part time work, volunteering, consulting or not working.

I am a CERTIFIED FINANCIAL PLANNER ™ practitioner and am a member of NAPFA (National Association of Personal Financial Advisors), the XY Planning Network and the Fee Only Network.

I’m a married father of two and I live in Wisconsin. I love spending time with my wife, daughter and son. I’ve been coaching youth sports for five years including baseball, hockey, softball and flag football. My wife and I love travel, live music and spending time with our friends and extended family. My parents are immigrants from Ireland (Dublin and County Mayo) and I’m one of six children, so there’s always something fun to do! For details on my education and work experience.