Proudly serving the Chippewa Valley
Welcome! As a Financial Professional, my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in helping people be more secure in areas of:
- Retirement income planning
- Investment management
- Protecting loved ones against the impact of extended care, death, and disability
- Charitable giving
- College planning
- Life insurance
- Personal finance guidance
My office is centrally located to help service people in the surrounding areas of the Chippewa Valley. Call or stop by my office to learn more or set up an appointment.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Eau Claire Office
Hours
M - TH: 8 a.m. - 5 p.m.
Evenings by AppointmentOsseo Office
Hours
M - TH: 8 a.m. - 5 p.m.
By Appointment Only