The women I know are caring, nurturing, selfless individuals who dedicate their energy to their families, friends, and professional careers. At times, this dedication can be detrimental to their own self-interests, aspirations, and at times their health. During my clients’ life transitions, I have seen women of all ages deal with the loss of a spouse (through death or divorce), career changes, relocations, medical crises or other unexpected life events with courage and determination.
The women I know actively seek out professional expertise by asking intelligent questions and having engaged conversations. They accept financial guidance to better understand their options on how to best achieve their personal goals. These conversations are valuable to me as a wealth advisor because my clients openly express honest, deep, constructive, meaningful, and truly heartfelt personal concerns about their life challenges. I personally look forward to meeting you and listening to your concerns. My professional team’s expertise will provide you with understandable comprehensive and personal advice to navigate your life’s challenges and achieve your personal goals. You deserve to relax, enjoy your life, and live your adventure!!
Our offices are strategically located in Chicago, IL, Milwaukee, WI, Madison, WI, Green Bay, WI, Appleton WI and Hilton Head Island, SC
We specialize in working with women of all careers and life transitions , physicians, business owners, full time career, at home career, second careers, married, divorced, widows, retired, and more.
THREE THINGS ABOUT ME
Happily married to my loving wife Debbie for over 30 years.
Proud father to three loving children who are all chasing their own dreams and professional careers.
I enjoy playing golf, biking, walking and all outside activities so I can enjoy what nature provides.