I am the Founder and President of WPF Wealth Management. As an independent financial advisor I am able to advise my clients based on what’s best for them and not just sell them a product. The world of personal finance has become rather complicated, and each person’s situation is unique to them. My goal is to work with each person on their individual situation, help understand where they are now, discuss their future goals and objectives, before ultimately building a plan to achieve those goals.
I’ve been in the financial services industry since graduating from Luther College in 2006. In those years I’ve experienced a lot, and that real-life experience means something. I maintain the Series 7 and 66 securities licenses, held with LPL Financial, along with insurance licenses for life, health, and long-term care in both Illinois and Iowa.
My wife (Bri) and I have 3 kids (Isla, Coby, and Max) and we live in my hometown of Fulton, IL. It is an honor to serve the community I grew up in. Work does keep me plenty busy, but when able I enjoy spending time with my family, golfing, watching sports, and traveling.