Strategy. Execution. Success.


My practice has been located in Door County, Wisconsin for 30 years however I have many clients from across the United States.

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

Celebrating LGBT Pride

I am very proud of my firm’s commitment to inclusion and equality and the ongoing support we provide to national and local organizations that serve the LGBT and other diverse communities. Please contact me today to learn more about our commitment to equal rights for all or to discuss how I can help you achieve your financial goals as an LGBT individual, couple or family.

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Latest Insights

The credit market’s message: Recession fears may be overblown

Sep 16, 2019 | Thomas Garretson, CFA

Credit markets continue to signal that there are few recession risks on the horizon, but that may be because central banks are back with a vengeance.

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two men working on a project together at home

For high-net-worth investors in America, planning is key to confidence in financial goals

Sep 12, 2019 | The Economist Intelligence Unit

Ensuring long-term financial well-being in the face of economic uncertainty.

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