Strategy. Execution. Success.


While my practice is based in Door County, Wisconsin, I have clients from across the United States.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Emerging markets: A ripe climate

With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia.  Read the full economic outlook in the latest edition of Global Insight.

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We are looking for a client associate for our Door County Office. Apply here!


 

Latest Insights

U.S. earnings dropping positive hints despite COVID-19 challenges

Jan 22, 2021 | Kelly Bogdanova

The outline of the Q4 2020 earnings picture is encouraging. The market may take a breather in the near term, but the long-term setup is constructive.

Read more
Eiffel Tower in background with green trees in foreground.

Rejoining the Paris Agreement and what it means for U.S. investors

Jan 21, 2021 | Kent McClanahan

An International Finance Corporation analysis found the Paris Agreement has created a $23 trillion global investment opportunity in emerging industries, such as solar and wind.

Read more

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