Business Philosophy & Background
As a resident of the “Lake Country” area, I have been helping moderate to high income individuals, families and small businesses prioritize and make informed choices when saving and investing for the financial concerns that are most important to them. A graduate of Marquette University with a specialization in finance, I have been helping Southeast Wisconsin area residents since 1995.
Areas of Focus
The primary concerns if my clients generally are:
- Developing strategies to fund retirement lifestyle choices
- Addressing insurance concerns
- Debt and Tax control
- The children’s future accessibility to higher education
- Providing funding to support Life Care Independence in later life
Registrations & Designations
Series 7 – General Securities Representative (effective 7/27/1993)
Series 63 – Uniform Securities Agent State Law Examination (effective 9/9/1993)
Series 66 – Uniform Combined State Law Examination (effective 3/29/2005)
Wisconsin Life and Health Insurance License (inception date 10/18/93)
Member Organizations
Multiple Business Networking Groups
Member WI-CPA Organization
Bo-Boen Snowmobile Club – St. Germain, WI
Local car collector events
Former McKinley Marina slip tenant and current boat owner