Since joining CWP Private Wealth Management in 2016, Beau has served as Operations Manager & Analyst. He has an extensive background in business management, systems and data management, and trading. Beau is focused on delivering sound business solutions, managing client accounts, and streamlining business operations. He has 10 years of professional experience in investment management, business valuation, and military service.

In his spare time, Beau enjoys spending time with family and friends, time at the lake, fishing, and traveling.

Education and Professional Licenses

• Master of Business Administration – Cardinal Stritch University
• Bachelor of Business Administration: Finance – University of Wisconsin - Milwaukee