No matter what your financial goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I’ll assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies, including insurance products and investments— to help you: • Protect your financial future … and your family’s. • Prepare for an unexpected illness or injury. • Plan for long-term care expenses. • Invest with purpose and manage your portfolio. • Develop tax-advantaged strategies. • Prepare for estate transfer. • Give charitably. • Make a difference, locally or globally. I have extensive experience as a manager, CEO, and business ownership. I am the Immediate Past Commander and a crew member and Staff Officer for my local US Coast Guard Auxiliary Flotilla. I was an appointee of Gov. Scott Walker to the Wisconsin Small Business Regulatory Review Board.