Many families I work with are doing well financially, but still want clarity as their responsibilities grow.

My mission is to help expecting parents and young families feel clear, prepared, and supported as they navigate important financial decisions.

I believe financial planning during life’s biggest transitions should feel calm, thoughtful, and supportive, rather than rushed or overwhelming.

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Working with me

You don’t need to have everything figured out; we’ll start right where you are.

Preparing for a new child or navigating the early years of parenting comes with plenty of unknowns. Financial planning shouldn’t add to them. When we work together, I begin by taking the time to understand your priorities, concerns, and what matters most to your family, without pressure or assumptions.

From there, I’ll help you create a tailored roadmap to reach your goals and allay any financial concerns you have.

What you can count on

Clear recommendations you can trust.
My goal is for you to feel confident in your decisions, not second-guess them later. I provide guidance that’s specific to your family and explained in easy-to-understand terminology. Together, we’ll focus on practical decisions that make sense for your family’s needs.

Planning for this chapter and the ones ahead.
Together, we’ll focus on what matters now without losing sight of what’s coming next. We’ll address immediate considerations like income changes, new expenses, and protecting your family, while building a financial plan that evolves as your family grows.

A relationship built to last.
As life changes, you’ll have a plan and someone to help guide the next step. Financial planning isn’t a one-time conversation. As your family and circumstances change, your plan needs to adapt with you. My goal is to help you stay aligned, prepared, and confident through each new chapter, without feeling rushed or overwhelmed.

If this approach feels like the right fit for you and your family, the next step is simply starting a conversation.

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About me

I’m a CFP® professional who helps new and growing families bring clarity, confidence, and structure to their finances, especially during the busy seasons of life when decisions feel high stakes and time feels scarce.

I specialize in helping parents build thoughtful, flexible financial plans that support both today’s needs and tomorrow’s goals. My planning approach includes cash flow and budgeting guidance, debt strategies, education funding, risk management, and long-term investment and retirement planning, all integrated into a clear, personalized plan that evolves as families grow.

What sets my work apart is a belief that good financial planning should meet people where they are, not where they “should” be. I understand firsthand the challenges of building a financial foundation while balancing career growth, family responsibilities, and competing priorities, and I know how overwhelming this stage of life can feel. That lived experience shapes a planning approach that’s practical, judgment-free, and grounded in real life, not just theory.

After earning degrees in executive management and an MBA in financial planning, I pursued a career as a financial advisor to be the resource I once wished I’d had—someone to help families prioritize confidently, anticipate what’s ahead, and make informed decisions. I joined North Star Resource Group in 2023, where I deliver comprehensive, fee-based financial planning to families at all stages of their journey.

I live in Milwaukee, WI, with my wife, Stephanie, our two young children, and our dog. When I’m not working with clients, I enjoy staying active outdoors, exploring new places with my family, and making the most of time spent together—values that guide both my life and my work.

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Services

Comprehensive fee-based financial planning

I help you see your whole financial picture, not just one piece at a time. When life changes, especially with kids, those changes affect everything else. Having a clear plan helps you feel ready instead of reactive.

Cash flow and debt management

From student loans to credit cards, I help you see how debt fits into your whole financial picture. We start by making sure your payments work comfortably within your monthly income, everyday expenses, and savings goals. Then, we look at interest rates and timelines so you can choose a repayment plan that reduces pressure now and supports your family over the long term.

Education funding

Education planning comes with a lot of questions, especially as costs keep growing. I help you understand your options and make thoughtful choices that fit into your overall plan and support your family’s goals without throwing everything else off balance.

Retirement strategies

I help you think through retirement in a clear and realistic way, even while life feels busy. Together, we look at how today’s decisions affect your future so your plan supports the lifestyle you want later without adding stress now.

Risk management

Protecting what you are building now and for the future matters, especially when others rely on you. I help you put the right protections in place so setbacks do not undo the progress you are making.

Wealth management

I help you bring your investments, protections, and taxes together, so your wealth grows in a steady, intentional way over time. The goal is a clear, coordinated approach that reflects what matters to you and supports your family as life evolves.

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