JWK 05 02 2012 bwWhat do you enjoy most about wealth management?

Building strong relationships with clients over time, and seeing the impact of our work on the lives of clients and their children is unbelievably rewarding.

What’s the biggest challenge?

We’re exposed to so much information every day and a lot of it is noise. The biggest challenge is staying focused on what truly impacts wealth over the long-term.

What do you love most about being part of Next Generation Wealth Management?

The independence and freedom, the people, and working with our many appreciative clients.

What qualities of yours makes you best suited to what you do?

Passion and commitment to our clients. My passion helps me continue to build my technical ability through lifelong learning. My commitment to our clients ensures the highest level of personal service.

How should people think about their wealth?

Wealth means something different to each person. However, no matter how you define it, wealth can have a productive or destructive influence on your life.  At a minimum it should provide you with peace of mind.

What would you be doing if you weren’t working for Next Generation Wealth Management?

If money were no object I would be doing something athletic and outdoors.

What personal accomplishments are you most proud of?

Collectively, the choices I have made that brought me to an extremely rewarding professional career with Next Generation Wealth Management in 2006, and more recently, having been blessed to marry my wife, Jen.

What do you love to do outside of work?

Spending the majority of my time in an office I love spending time outdoors with my wife and our two Vizsla’s; running, hiking, and kayaking. I also enjoy traveling and bicycling through the many wonderful backroads Wisconsin has to offer.

Career Highlights:

  • 1999 - Joined Strong Capital Management
  • 2006 - Joined Next Generation Wealth Management
  • Worked with clients during two of the most extreme market cycles in recent memory

Education and Accreditations:

  • B.A. in Economics from Ripon College
  • Series 65

Next Generation Wealth Management | 10700 Research Drive #150, Milwaukee, WI 53226 | Tel: 414.257.4248
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