Everyone's economic and life situation is unique. Understanding your personal goals and how to achieve them is the cornerstone of investment planning and my passion. As an investment advisor and Chartered Financial Consultant, my greatest fulfillment in working with clients is partnering alongside them, through their different stages in life, and seeing them enjoy the benefits of our work together.
- Credentials- ChFC (Chartered Financial Consultant), IAR (Investment Advisor Representative)
Over 30 years of proven success and experience in the industry - I focus solely on building and managing investment portfolios to best fulfill the goals of families, small businesses/professionals, and retirees.
- Treating each client as an individual, I offer a personalized approach to portfolio development and management through consistent and timely personal meetings, email, and phone calls.
- Education- Bachelor of Business Administration ( University of Wisconsin Whitewater ); American College designation ChFC
I am looking forward to personally meeting with you to discuss your financial investment goals, and answer any questions you may have.