As a Financial Advisor, I work with entrepreneurs, landowners, and multigenerational families whose wealth has become increasingly complex. You may be growing a business, managing inherited assets or land that has been in your family for generations, preparing for succession, or considering how to preserve what you have built while making a lasting impact. I provide the analytical perspective and strategic coordination to help you evaluate the bigger picture, bring the right expertise to the table, and turn a collection of moving parts into a cohesive financial strategy.

My mission is to help you define what truly matters and develop your own mission for the wealth you have built. To me, abundance is not simply about having more. It is about having the clarity and confidence to create greater possibilities for you, your family, your community, and the causes you value.

I was drawn to financial services because economics had always made intuitive sense to me. I could visualize how different variables interacted within a larger system and was fascinated by applying that thinking to personal and business finance. What began as an interesting career opportunity quickly became a natural fit, allowing me to combine analytical problem-solving with something equally important to me: helping people. Today, the opportunity to make a difference still drives my work.

Economic modeling is at the heart of how I approach planning. I examine your investments, retirement plans, business interests, estate structures, and charitable goals to understand how they interact and where more sophisticated strategies may be appropriate. The analysis can be complex, but the answers should not feel that way. I want you to understand your options and the tradeoffs involved so we can translate that analysis into a financial plan with clear priorities and actionable next steps. From there, we meet regularly to measure progress, revisit assumptions, and adjust the plan as your circumstances change.

What sets me apart is my ability to handle the technical side of planning without losing sight of the people it is meant to serve. I listen closely to the personal realities behind the financial facts and recognize that your family dynamics, uncertainty, competing priorities, and emotion can influence even the most carefully considered decisions. I also know when a situation calls for additional perspective. I regularly work alongside attorneys, CPAs, investment bankers, and other specialists, and I believe some of the best work happens when talented professionals collaborate around a common objective.

I began college at St. John’s University in Collegeville, Minnesota, continuing a family tradition shared with my grandfather and father. I later earned a B.A. in Germanic Language and Literature from the University of Kansas, where I also studied economics. 

I am a co-founder of the Lakeview Conservation Alliance, a nonprofit dedicated to preserving the cultural, historical, and natural resources of the greater Lakeview area and Lawrence. I also co-founded the Abundance Alliance, which brings together professionals from finance, accounting, coaching, nonprofit law, community foundations, and other fields to help individuals, families, entrepreneurs, donors, and nonprofits create greater abundance in their communities and for the causes they value.

Outside of the office, living in the country provides plenty of what I call “ranch aerobics,” from cutting firewood and clearing trails by hand to caring for our acreage and farm pond. I also enjoy hunting, fishing, and cooking traditional German dishes, particularly with wild game, while my wife, Carol brings her Italian heritage to our kitchen along with our daughters, Greta and Annie.