CONNECT

Address:

15710 West National Avenue Suite B
New Berlin, WI 53151

Phone:

262-642-1616 or 262-439-2960 ,Call us today for your complimentary financial consultation!

Our Mission

It is our goal to provide our clients with comprehensive financial and life planning.  We are dedicated to identifying and evaluating a client's challenges, goals, dreams and objectives to develop a customized plan to advance each client's life and financial well-being.  We educate our clients so they have a complete understanding of their financial and life plan and are able to make sound decisions about thier future.

  • Establishing and growing strong, personal, relationships with clients to develop a comprehensive financial and life plan.
  • Partnering with other professionals to facilitate and monitor each client's long-term financial goals.
  • Utilizing cutting edge technology and client reporting systems.
  • Providing complimentary educational seminars for client's friends, family and co-workers.
  • Offering clients with multiple referral options to ensure a comprehensive financial plan. (accountants, attorneys, trust services, insurance, etc.)
  • Free, no obligation, initial consultation and analysis for all prospective clients.

Community Programs:

  • Young Investors Club - working to educate our clients' children.
  • High School Mentoring Program & High School Education - provides high schools free seminars for students to learn about budgeting and investing.
  • Community Seminars & Presentations.
  • Investment Committee focusing on regular conversations with other financial professionals, sharing ideas and changes in the industry
  • Member of Board of Directors of POBLO International, Inc.
  • Development and Outreach Committee of Wisconsin Masonic Home, Inc.
  • Past Master of Laflin St. James Lodge F&AM

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck