Leveraging more than 25 years of investment industry experience, I provide comprehensive wealth management plans to high-net-worth investors and businesses to help them pursue their financial goals. I accomplish this by creating and implementing customized investment and tax-advantaged strategies designed to generate, preserve, and transfer wealth across multiple generations. My investment process centers on your goals and needs.

Our team focuses on clients’ domestic and international investments, group benefit plans, sales management, and business operations. We have developed a pool of professional consultants and have access to other valuable resources to help ensure our clients receive a high level of service and personalized attention. We consult with our clients’ estate attorneys, insurance providers, option strategists, private money managers, CPAs, group benefit specialists, equity and fixed income strategists, and corporate trust affiliations. When appropriate, we also offer access to our high-net-worth capabilities, such as hedge funds, private equity, exchange funds, and structured notes.

Active in my community, I have served on numerous boards and enjoy supporting the arts, youth sports, and the less fortunate in our community. I also enjoy traveling, fishing, attending sporting events, and listening to music. My wife, Cindy, and I reside in Eau Claire, Wisconsin.

I began my investment industry career in 2002 and joined Stifel in 2014. I support the team in helping individual investors in all phases of life. Whether you are just starting out or have already amassed significant wealth, we can develop strategies based on goals, risk tolerance, and your personal situation to guide you in investing your assets and help you plan for the future. I believe that education and transparency are crucial to developing a long-term client relationship. Once our strategy is determined, we are committed to taking a disciplined, long-term approach to your plan, but can also remain flexible, depending on changes in your life and the current economic environment. Periodic review of your investments with you is a critical element in seeking to generate returns and mitigate risk within portfolios. Through Stifel, we have tremendous resources available to our clients to address specific considerations and needs, such as taxes, income needs, higher education, retirement, long-term care, and estate planning.

Throughout my life, I have remained passionate about giving back to our community. We give tremendously of our time and money where we feel we can provide assistance to those who need the most help. Over the years I have been on numerous boards and committees and have coached youth sports.

I grew up in Eau Claire and earned a B.S. in Economics from the University of Minnesota. I continue to live in Eau Claire with my wife, Kim. We have two daughters, Bailey and Alison, who have graduated college and are off doing wonderful things in the world.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

I began my career in the financial services industry in 2010 and joined the Webb Investment Group in 2017. I work in a collaborative team environment to provide families with a high level of service, partnered with clear, consistent guidance tailored to their goals and adjusted based on their needs. It is my goal that our clients leave our meetings with a clear understanding of their wealth management plan. I earned a diploma in Office Administration from Minneapolis Business College and hold Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.

My husband, Brad, and I live in Eau Claire with our daughter, Abby, and our son, Henry. We also have two dogs, Bella, a black Lab German shepherd mix, and Achilles, a white German Shepherd, and our rescue cat, Daisy.

Outside the office, I spend my spare time working on home renovation projects, trying new recipes, gardening, cheering our kids on during their sporting events, volunteering with Abby’s Girl Scout Troop and Henry’s Boy Scout pack, and spending time with friends and family.

With more than 10 years of customer service experience, I provide a high level of client service support, in addition to an assortment of administrative duties. I hold Series 7, 63, and 65 securities licenses.

I have called Wisconsin my home for 20 years and have settled down in Bloomer with my husband, Mike, our two daughters, and our two German Shorthairs.

Outside of work, I enjoy many outdoor activities, including fishing, camping, side by siding, as well as cooking, crafting, and family game nights.