Before joining Ferrito & O'Gorman in 2026, I spent my career at Fidelity Investments and J.P. Morgan Chase, working with individuals and families to help them navigate important financial decisions. During my time at Fidelity, I earned my Certified Financial Planner™ (CFP®) designation. Today, I work with individuals, families, and business owners on retirement planning, investment management, estate planning, and employer-sponsored retirement plans. I especially enjoy building relationships with the families I work with and helping them bring clarity and confidence to their financial lives.
I grew up in Hartland and have put down roots in the area, where I live with my wife, Annika, and our dog, Luna. Outside of work, I enjoy playing soccer and golf, and spending time with family and friends in the Milwaukee area.