Wausau, Wisconsin, United States
As the Founder and Wealth Advisor at Experience Wealth, I use my knowledge, expertise, and resources to help my clients set financial goals for their future and then develop and implement a thorough strategy to help them pursue those goals. Some of the things I help clients with are planning for retirement, education savings, wealth and estate planning, emergency funds, and anything in-between. I believe that by educating and guiding my clients through important decisions and tasks, that I can make a significant difference in their lives.
As the Founder and Wealth Advisor at Experience Wealth, I use my knowledge, expertise, and resources to help my clients set financial goals for their future and then develop and implement a thorough strategy to help them pursue those goals. Some of the things I help clients with are planning for retirement, education savings, wealth and estate planning, emergency funds, and anything in-between. I believe that by educating and guiding my clients through important decisions and tasks, that I can make a significant difference in their lives.
Various roles/positions held during this time period culminating in Associate Vice President/Investments.
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