I am a tax planning, financial adviser with an MBA in Finance and Accounting. Looking to expand my business and taking on clients servicing the entire southern half of Wisconsin. From Green Bay to Milwaukee to Madison to Beloit. I bring a very in-depth comprehensive planning approach dealing with cash flow analysis through taxes, investments, insurance products and estate planning; developing deep relationships with my clients for the long term. Specifically looking to acquire existing books of business from near retirement or retiring advisers as I continue to scale up my practice.