- Direct 715-598-8209
As an independent financial advisor, I can offer you a personalized financial plan,instead of a generic investment program. Through Raymond James, one of the largest and most respected independent financial services firms in the country, I have access to a vast universe of investment and planning resources. I can leverage these resources to create your personalized financial plan based on your unique situation, attitudes, preferences and goals.
I will offer you unbiased financial advice based solely on your financial situation. Your interests come first and by serving them well we can both succeed. I begin each client relationship with a personal financial review. I will take the time to fully understand your personal circumstances and meticulously tailor a long-term plan that fits your objectives. We’ll meet at least annually to monitor and adapt your portfolio to confirm that we are on track with meeting your investment goals. My recommendations will be consistent with your financial circumstances, risk tolerance, and long-term goals.
My areas of expertise: Brokerage Services; Retirement Planning; Portfolio Analysis and Design; Tax Efficient Investment Strategies
My credentials: Series 7 and 66 Securities Licenses; Wisconsin Health, Accident and Life Insurance Licenses; Harrison Street University Six Sigma Process Improvement certified; BA, Broadfield Social Studies, University of Wisconsin, Eau Claire; Investment Management Consultant, Raymond James Institute of Investment Management Consulting
3947 Oakwood Hills Parkway, Eau Claire, Wisconsin 54701
104 Maple Street West, Amery, Wisconsin 54001
2570 Midwest Drive, Onalaska, Wisconsin 54650
1500 Broadway Street North, Menomonie, Wisconsin 54751
532 South Knowles Avenue, New Richmond, Wisconsin 54017
24449 State Road 35 70, Siren, Wisconsin 54872