393 Red Cedar Street
At Synergy Retirement Planning Strategies, we realize the importance of not only knowing the ins and outs of the business you'll be working with, but also knowing the people who are a part of that business. Our hope is that these bios will give you an inside look into our lives so that you know who you are meeting with, talking to on the phone, and emailing!
CERTIFIED FINANCIAL PLANNER™
I have been in the financial service industry since May of 2005. My wife Rochelle and I have been married since 2009. I joke that it was an arranged marriage, as my now mother-in-law tricked Rochelle into meeting me at the baseball game I was playing in. We started dating shortly thereafter, and were married the following year in August. We reside in Menomonie with our six children, Aiden, Ava, Ella, Eli, Everly, and Adley, ranging in ages from 12 to 1 ½. Our family enjoys sporting and other outdoor activities, board and card games, and family movie nights.
My favorite subject in school was English and most definitely not math, but God had different plans for me. I ended up here in January 2021, and though thankfully my job features more paperwork and contact with clients than math, I love this place. In my free time, I enjoy biking (more for competition than for fun), reading historical fiction (especially anything that involves World War I and II), and spending time with my fiancé.
I ended up working for Jon in an unusual way. Almost six years ago, God told me to ask Jon about a job opening he had. I thought God was crazy, but after a few days passed, at a grand opening in Menomonie, Jon showed up for the ribbon cutting. Apparently, God isn’t crazy because Jon had an opening. Since then, I have enjoyed assisting Jon help our clients better their financial well-being. I find great pleasure in connecting with and serving our current clients and meeting new clients. Outside of the office, I have fun watching my children’s sporting events, cooking with my husband, camping, and spending time outdoors in the summer months.