Waukesha, Wisconsin, United States
Capitalizing on more than 34 years of experience as a Senior Investment Consultant and Certified Retirement Counselor, I use a consultative wealth management decision-making process to provide unique and innovative solutions for my clients’ retirement goals. My philosophy is to determine clients’ objectives, utilize extensive resources to develop an asset allocation plan, select appropriate investments and regularly monitor their investment performance. My goal is to take the stress and worry out of retirement planning so my clients can enjoy their well deserved retirement.. Specialties: • Wealth management and transfer • Retirement planning - 401(k) and IRA rollovers • Financial and estate planning • Life insurance reviews • Long-term care planning. Milwaukee Magazine - 2010 FIVE STAR Wealth Manager, Milwaukee Magazine - 2009, 2011 Best Personal Wealth Manager Milwaukee Magazine 2013 FIVE STAR Wealth Manager
Assisting clients with all aspects of retirement financial planning.
Strategic Consulting, including business plan & sales strategy development.
Responsible for state of Wisconsin, Minneapolis and Chicago