Gateway Financial Partners


LPL Financial Advisor in Wisconsin

Areas of Focus
  • Retirement planning
Licenses and Registrations
  • Uniform Investment Adviser Law Exam (Series 65*)
  • Uniform Securities State Law Examination (Series 63*)
  • General Securities Representative Exam (Series 7*)

*Licenses Held at LPL Financial

  • University of Wisconsin  (Whitewater) – B.B.A. Finance (Bachelor of Business Administration in Finance)

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Contact Information


“Failing to plan is planning to fail”

– Benjamin Franklin

I believe no matter what we do in life, an individual needs to have an objective and put together the plan or steps to get there, without it is more of a dream.


I recieved my Bachelor of Business Administration degree in Finance with an emphasis on Financial Planning at the University of Wisconsin and have made it a goal to use my knowledge to help others. Currently, I hold my Series 7, Series 63 and Series 65 through LPL Financial, FINRA registration and focus on retirement planning.

With 20 years of experience in the field as a financial advisor, my mission is to be a lifetime resource for each client and offer them comprehensive financial planning and investment services that meet their goals.

Day in my life

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