I joined the KFLP team in 2016 as a part-time Business Advisory Consultant. I bring over 30 years of industry experience specializing in firm internal operations, product selection, and customer service models. My passion is client-centric with efforts in client acquisition, satisfaction and retention. I am registered with FINRA and the SEC for investments and investment advisory business, holding Series 7, 24, 27, 63 and 65 licenses.
I received my Bachelor of Science degree in business administration from Marquette University and a Master of Business Administration degree from Keller Graduate School of Management. I have been a lifelong Wisconsin resident, currently residing in Whitefish Bay with my wife Terry. We have three adult children and enjoy being a part of our children’s life journey. When not busy with KFLP, I can be found travelling or working on my golf game on a course somewhere near or far.
I also enjoy giving back to the community including my time as past Chairman of Dominican High School.
I believe I bring a set of complementary strengths to the KFLP team!