The purpose I have sought for my career has been to make a positive impact on as many people’s lives as possible. I truly believe I have the opportunity of a lifetime to complete that goal working with Hendricks Wealth and Estate Management. I have seen the difference Jim and his team are capable of making first hand with my parents in the years since they have been clients. I seek to offer the same guidance, strategies, and sound decision-making to help people make educated financial choices along their life’s journey en-route to achieve their goals. My mission is not to just be that numbers guy you have to go see once a year to check in on your retirement savings. I want to be your lifetime financial partner that guides you through whatever financial challenges and opportunities come your way.
I graduated from the University of Wisconsin-Madison (Go Badgers!) with honors and two degrees in Finance, Investments, and Banking and Real Estate and Urban Land Economics. After college, I was fortunate to land a job at Uline in Pleasant Prairie, WI where my number skills were quickly put to the test. I was able to climb the ranks within the financial analyst role and undertake forecasting sales by day for the entire company that spread across 13 locations in 3 separate countries with 3 different currencies.
After a year and a half at Uline, I had the opportunity to work with a local entrepreneur who taught me an understanding of investments in a broad spectrum of realms including real estate, the stock market, and start-up companies. I have learned a great deal from him on how to regulate emotions and find opportunities amongst the challenges that inevitably are posed by investing. He continues to be a great mentor to me and was the one who encouraged me to take a chance to further achieve my career’s purpose in coming to work for Hendricks Wealth and Estate Management.
In my free time, I enjoy doing anything sports related (especially golf) and spending quality time with my friends and family.