Products and services. Aligned with your priorities.
Whether it be my first 11 years of my career in Southern California or moving back home to Southern Wisconsin, I've worked with a lot of different personalities over the past 25+ years in helping people manage their finances. Some of my clients want to have our review meetings last less than 30 minutes. Some of my clients want quarterly 90 minute meetings. Some attend all of my quarterly client economic updates. Some never attend because they tell me it's my job to worry about it. I use an efficient, organized and well thought-out advisory process to evaluate your situation and develop strategies with you. I pride myself on being a good teacher so that you walk out of our meetings having learned at least one thing. While I am serious about providing great advice, I don't take myself too seriously. Humor is allowed at our meetings, if you wish. I look forward to meeting you in the future. My friendly and professional staff are available during business hours.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
