Overview

My business consists of myself, one other advisor and 2 administrators. We have a heavy focus on estate planning as it relates to investing. We work very closely with several Wisconsin based estate planning attorneys and CPAs. I have 23 plus years experience. I am life/health, series 6, 63, and 7 licensed. We believe that no two clients are the same. We do not “pigeon hole” our clients into certain investments or products. Our goal is to add advisors and locations. The purchase of books of business is also an area we want to be in. Our broker dealer is JW Cole. They are very supportive of what we are trying to accomplish.

Last Activity
6 months or more

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