Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies

Awards & recognition

  • Four Lakes Wealth Advisors, Ameriprise Client Experience Award, 2022-2023

Community participation

Nick is a member of the University of Wisconsin Alumni Association-Sauk County Board and a coach for the Waunakee Youth Softball. Josh is an Oregon Rotary Club member. Jason is active with his daughter Avery's school, volunteering with the kids regularly.

  • Univ of Wisconsin Alumni Association - Sauk County Board
  • Oregon Rotary Club
  • Waunakee Youth Softball
  • EAGLE School