440 Science Drive
Madison, WI 53711
Toll Free: 888-877-8097
CA License #0L49564
My Community Activities
- Board of Trustees, Metro Believers Church
- Madison School and Community Recreation (participant and volunteer)
- Madison Estate Council
My Professional Background
I look forward to sitting down with my clients, getting to know them, listening as they describe their financial goals and objectives, and then working together to develop a goals-based investment program to help get them there.After graduating from college, I enjoyed success for nine years in sales and management at a major pharmaceutical company. However, in 2004, after taking time to attend a class and work with a financial professional on my family’s investment program, I knew that I wanted to pursue a career in financial services. I’ve never looked back, and enjoy the strong relationships I now have with my clients.
At Benjamin F. Edwards & Co., I can provide my clients with a wide-range of products and services to assist them as they work to achieve their financial goals and objectives. This includes offering perspective and advice as they map out their plans for retirement, and outline the wealth strategies they’ll need to help ensure their assets move to the next generation in a smooth and orderly manner.
I can do so in a corporate atmosphere based on integrity, mutual trust, and respect – one without product or sales quotas. I am free to recommend the investments and services that best fit my clients’ needs and objectives.
On the personal side, my wife and I are the proud parents of twin daughters, and I enjoy spending my free time reading, exercising, playing guitar, hunting and fishing.
Areas of Concentration
- Retirement income planning
- Traditional and Roth IRAs
- Life, disability and long-term care insurance
- Estate plans
- 401(k) and 403(b) rollovers
- Education funding strategies and 529 plans
Education and Credentials
- Northern State University (Aberdeen, S.D.) – Bachelor of Science in Biology/Chemistry
- Chartered Retirement Planning CounselorTM, (CRPC®), 2007
- Certified Financial Planner™, professional, 2012
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
What is a CRPC®? A CHARTERED RETIREMENT PLANNING COUNSELORSM, or CRPC®, designation from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses pre- and post-retirement needs, including asset management and estate planning. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, and are subject to a disciplinary process.