Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Branch Director

  • 2018 - Present

  Greater Milwaukee Area

• Wealth Manager

  • Sep 2017 - Present



BMO Wealth Management - U.S.

• United States
• Financial Services
• 300 - 400 Employee

• Director - Private Wealth Advisor

  • Sep 2015 - Sep 2017

  Milwaukee, WI Lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Collaborate with clients and prospects to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Identify and engage a Client Strategy Team to create a unique and evolving wealth management plan to achieve these goals and give clients the confidence that they are getting the most from their wealth.

• Senior Financial Planner

  • May 2013 - Sep 2015

  Milwaukee, WI Specialized in providing customized financial planning analysis and solutions to high-net-worth individuals and families as part of an overall wealth management strategy. Ranked #1 Financial Planner Regionally and #2 Nationally with a Distinguished performance rating.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Director - Planning and Sales

  • Dec 2011 - Apr 2013

  Milwaukee, WI Responsible for leading the development and implementation of strategic priorities to promote field growth in financial planning, product sales and productivity.

• Director - Field Vertical Growth Consulting

  • May 2010 - Dec 2011

  Milwaukee, WI Played lead role in building and developing a consulting team and resources to execute on key strategic initiatives designed to increase sustainable field productivity and total average revenue.

• Director - Business Development

  • Mar 2006 - May 2010

  Milwaukee, WI Led team responsible for the vision, growth and strategic development of the Investment Specialist program and consulting efforts to field leadership resulting in a 268% increase in specialist production over five years.

• Assistant Director - Business Development

  • Apr 2004 - Mar 2006

  Milwaukee, WI Led team responsible for the consulting efforts to field leadership and growth of the Investment Specialist program.

• Business Development Consultant

  • Jan 2003 - Apr 2004

  Milwaukee, WI Responsible for consulting with our field offies on the integration of investment business and growth of the Investment Specialist program.



Baird

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Oct 2000 - Dec 2002

  Provided comprehensive financial planning advice and services to high-net-worth individuals and business owners. Ranked in the top quartile of Financial Advisor peer group.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Apr 1993 - Sep 2000

  Brookfield, WI Responsible for building a client base and managing a financial services practice by helping individuals and business owners achieve their financial goals by addressing their insurance and investment needs.