Team profile


What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.

Areas of focus

  • Intergenerational Planning
  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Investments
  • Social Security Retirement Benefits
  • Insurance
  • Small Business

Community participation

Premier Sponsor ODC Run, Walk and Roll

Neighborhood Table

The Gift of Life Scavenger Hunt

Heart of Wisconsin Chamber of Commerce

United Way of South Wood & Adams Counties

Boys & Girls Club of the Wisconsin Rapids Area