I currently serve as an Investment Advisor with the firm where my role involves designing and overseeing investment portfolios and financial plans for individuals and families. I also work with employer-sponsored retirement plans for small-to-medium sized businesses, helping to design and oversee the ongoing reviews of these plans, as well as their employee education programs.
After graduating from Marquette University, I worked as an advisor with the Guardian Life Insurance Company of America and then spent several years with RBC Wealth Management as a Financial Advisor in their Milwaukee office. After growing my practice at both firms, an opportunity arose for me to join forces with my father-in-law, Casey O’Gorman and his founding partner, Sal Ferrito. I made the switch and moved my practice over to the firm in 2017 and truly believe that going independent was the best decision for my career, and my clients.
I’m originally from Brookfield, Wisconsin but I now live in Menomonee Falls with my wife, Kelsey. Outside of work, I enjoy golfing, traveling, starting a new DIY home project, and being with my family who live in the southeast WI area.