Team profile

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Community participation

LifeSpan Financial Group - Community participation photo

Every year we decorate our Christmas Tree with warm outdoor wear for members of the Harbor House Domestic Shelter in Appleton. Hats, gloves, mittens and scarves are collected and distributed for children of all ages to stay warm during our cold Wisconsin seasons. A BIG thanks to all our clients for their generous donations!