Connecting finances with purpose and impact

As Financial Advisors our goal is to establish an ongoing financial relationship with you to help you reach your maximum potential in stewarding your time, talent and treasure. Money is so much more than a goal, we believe money is a tool. Whether it is helping you with beginning a basic plan of retirement savings and life insurance, saving for college, we can be your guide in making your money work for you. We’ll even go one step further to help you understand how to make your money work for the people and causes that matter most to you as well. Call or stop by our office in Wausau, WI to set up an appointment or to learn more about how we can help serve you.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.


Wausau Office



M – F: 9 a.m. – 5 p.m.