About
I’m the Owner/CPA/Financial Advisor of Dream Lake Financial. I know first hand how hard you have to work to build your wealth, and the planning to make your money work for you in the future. I use the same tax efficient financial planning for my clients, giving them confidence in their own financial plan, to protect the wealth they’ve grown while reducing their overall lifetime tax burden.
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I have a dedicated history of serving others, beginning with the Marine Corps, then as a professional Fire Fighter. Financial Planning had been a side interest of mine, managing investments for myself, family and friends. Understanding first hand the advantage of tax efficient financial planning can have for the financial futures of individuals and families, I decided to make this a full time career.
Desiring to officially move into an advising and investment career, I earned my B.S. in Finance and Accounting from UW-Milwaukee then completed my CPA exams and public accounting hours with BDO, I joined Affiliated Financial Advisors as Financial Advisor. I began seeing the need for specific advising from a CPA perspective, and in this line of work, you learn your time is the most important asset you have, and I wanted to spend more of it with my family (and not in the car commuting) so after an inspiring trip to Dream Lake in Colorado, Dream Lake Financial was formed.
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When I am not reassuring clients during a market downturn, or rebalancing a portfolio, you can find me out on a long run, playing in the backyard with my kids, watching a Tottenham match and serving on the board of Golden Opps.
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I look forward to the opportunity to be your trusted partner in realizing your financial goals.
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