Team profile


Planning for a confident retirement

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Small Business

Awards & recognition

  • Feutz and Associates, Ameriprise Client Experience Award, 2020

Community participation

Chris:

Junior Achievement Volunteer, Class Room Instructor

Campus Crusade for Christ Sponsor

Juvenille Diabetes Foundation, Bronze Level Supporter 2010 & 2008

Contributor to the University of Wisconsin & The School of Human Ecology 2009

St. Norbert College Internship Provider

University of Wisconsin - Green Bay Internship Provider

Pulaski Youth Soccer Sponsor & Coach (5 Years)