Value statement
I create customized investment portfolios for a select group of successful individuals, families, business owners and 501(c)(3) organizations. I help them make more informed decisions about retirement planning, business succession planning and assist in creating long-term family security. My 501(c)(3) clients rely on my expertise to help satisfy their fiduciary responsibilities and obtain professional investment guidance. I work for my clients as I would for my own family and aspire to build lasting, meaningful relationships based on the highest level of honesty, trust, integrity and the best service possible.
Qualifications
My 30-plus years of financial industry experience, including eight years as a bank trust officer, provide my clients with extensive knowledge to help achieve their desired goals and objectives. I graduated from the Graduate School of Banking at the University of Wisconsin – Madison, and hold a degree in accounting. To better serve my clients, I also attained the designation of Chartered Retirement Planning Counselor (CRPC®) from the College of Financial Planning. This added knowledge allows me to use the latest strategies and techniques available in the retirement planning arena. I have passed the Series 7, 9, 10, 63 and 66 FINRA exams and hold life, annuity and disability and long-term care licenses. I am currently registered in the following states: California, Colorado, Delaware, Florida, Illinois, Michigan, Minnesota, Montana, North Dakota, New Jersey, New Mexico, South Dakota, Texas, Utah, Vermont, Washington and Wisconsin.
Personal
As past President of the Optimist Club, the Sturgeon Bay Athletic Booster Club, Vice President of the United Way and current consultant to my church’s Educational Endowment Trust, I along with my wife, Kim and four children believe in a strong family and community.
