As a Financial Representative my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in retirement planning and insurance analysis, I will work with you to customize financial strategies that reflect your goals and values. I am passionate about empowering people to save for retirement and pursue their financial dreams. No matter what your financial goals are, I will build a plan around the things that you care about. My goal is to help you reach a place where you feel like you have enough for yourself - and to share.
My family and I love living in Wisconsin and enjoy supporting philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have.
In my free time, I enjoy reading, playing golf, watching sports, biking, fishing, camping, and spending time with my family. I also volunteer with the Chippewa Falls Kiwanis, Chippewa Valley After Hours Rotary, Chippewa Falls Elks, Hallie Optimist Club, and other great organizations across the Chippewa Valley.
We are much more than insurance and financial services. We are a not-for-profit membership
organization of Christians. For more than 100 years, we have helped our members be wise with
money and be good stewards of the gifts God has given them.
We specialize in helping people be more secure in areas of: " Retirement income planning " Investment management " Protecting loved ones against the impact of long term care, death, and disability " Charitable giving " College planning " Life insurance " Personal finance guidance
My office is centrally located to help service people in the surrounding areas of the Chippewa Valley. Call or stop by my office to learn more or set up an appointment.
|Firm Start Year:||2014|
|No. of Employees:||2-4|
|Number of Years with Current Firm:||6|
|Work with the following types of clients:||Businesses, Individual Investors, Investment Clubs, Non-Profit Organizations|
|Advisory Services Provided:||Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities|
|Investment Types:||Exchange Traded Funds (ETFs), Mortgages & Real Estate, FOREX & Currency, Options & Futures, Bonds, Annuities, Insurance, Mutual Funds, Alternative Investments, Stocks, Commodities, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Phone, Email, Your Office, Our Office, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA)|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Compensation Methods:||Based on Assets, Hourly, Flat Fee, Commissions|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
|Eau Claire||Elk Mound|
|Jim Falls||New Auburn|
LUTCF®, Life Underwriter Training Council Fellow (LUTCF)
FUTURITY FIRST WEALTH MANAGEMENT
20 Years of ExperienceView Profile