Areas of focus
- Intergenerational Planning
- Retirement Planning Strategies
- Investment Management
- Tax Planning Strategies
- Wealth Preservation Strategies
- Estate Planning Strategies
- Business Retirement Plans
- Executive Compensation and Benefit Strategies
- Insurance
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER®certification
- BFA™ Behavioral Financial Advisor
- CRPC™ Chartered Retirement Planning Counselor™
- CLTC® Certified Long Term Care
- APMA® Accredited Portfolio Management Advisor™
Education
- BS University of Wisconsin-Madison, 2010
Awards & recognition
- Forbes Best-in-State Next-Generation Wealth Advisors, 2024-2025
https://brokercheck.finra.org/individual/summary/5879072
Our Purpose at Next Horizon Wealth
Next Horizon Wealth is knowledgeable in comprehensive financial planning that includes retirement and life stage planning, tax-aware strategies, investment management strategies, business succession planning and intergenerational wealth transfer. Every engagement begins with listening and understanding your vision before offering recommendations.
If you are looking for a strategic and relationship-driven approach to wealth management, connect with Next Horizon Wealth to request a complimentary initial consultation.
Golf
Family
Volunteer work
Traveling
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Foundation for Angelman Syndrome Therapeutics (FAST)
Angelman Syndrome Foundation
Financial Planning Association
CPAs, Estate Attorneys, Business Attorneys, Divorce Attorneys, Real Estate Attorneys, Insurance Agents, Professionals that support Seniors