I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
University of Wisconsin-Oshkosh (1982-1987)
Weight training, swimming, biking, cooking, golf, gardening
National Association Insurance and Financial Advisers (NAIFA), Million Dollar Round Table (MDRT)
Board Member of Fellowship of Christian Athletes, Board Member of The Starting Point Project, Board Member of Steeplechase Homeowners Association, Member of Elmbrook Church
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