I am a Paraplanner at Casey Financial Services, where I focus on assisting with client account servicing and financial planning, specializing in investment selection. With over eight years of experience in the financial services industry, I am dedicated to helping clients achieve their financial needs and long-term investing goals. I joined Casey Financial Services in the summer of 2017, bringing with me a wealth of experience from my previous role at KPMG, where I spent 30 years, the last 17 as a Tax Managing Director. My practice at KPMG was centered on tax compliance and consulting for middle-market corporations and their shareholders.
I obtained my CPA designation in 1987, a testament to my commitment to the field of accounting and finance. My academic journey began at the University of Wisconsin – Eau Claire, where I graduated summa cum laude with a BBA in accounting, laying the foundation for my career.
What truly motivates me in my current role is the satisfaction of helping people navigate their financial journeys. I believe that the greatest values I can provide for my clients are my responsiveness and accessibility, helping them to feel supported and understood every step of the way.
Originally from New Richmond, WI, I now reside in St. Louis Park, MN, with my wife, Lisa. In my free time, I have a passion for collecting records and listening to music, which provides a wonderful escape and a chance to unwind.