At Madison Partners, I work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - my personalized service will help you address your needs, wants, financial goals and objectives for many years to come.
My wife, Brittany, and I live in Sun Prairie with our two children: Corey (born in 2014) and Molly (born in 2016). Brittany is a Nurse Educator at UW-Health University Hospital. We are enjoying watching the kids grow and start to participate in different activities.
I grew up with both parents as teachers, and I like to think that helped prepare me in working with, and teaching clients. I graduated with a BBA and MBA in Finance from UW-Whitewater and started my career as a financial advisor in 2012. I have loved working with clients and their families to plan for and achieve each and every goal that is important to them.
As a Certified Financial Planner™ professional, I am are required annually to demonstrate heightened levels of competency across a broad range of subject matter.
As a fiduciary, I am required to always act in the client's best interest. This is the very highest level for a standard of care for client relationships in our industry.
At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - our personalized service will help you address your needs, wants, financial goals and objectives for many years to come. What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client. We will be open and transparent in our discussions. We will be strategic and comprehensive in our financial planning. We will be both tax efficient and cost efficient in our investment management, asset allocation and asset location strategy.We will be diligent in our partnership and will lead the relationships alongside your tax and legal professionals. We will be a firm you and your family can count on to deliver.
General Information |
| No. of Employees: | 10-19 | |
| Number of Years with Current Firm: | 2 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Portfolio Management |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Options & Futures, Alternative Investments, Bonds, Stocks, Annuities, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Phone, Email, Your Office, Our Office, Video Conference, Our Offices |
Firm Information |
| Assets Managed by Advisor: | $58,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
Education |
| Bachelor of Business Administration - Finance | University of Wisconsin-Whitewater
2007-2009 |
| Masters of Business Administration - Finance | University of Wisconsin-Whitewater
2009-2011 |
Financial Services |
| Portfolio Management
Today, thanks to DIY-investing, anyone can create a discount brokerage account and start buying assets and including them into a portfolio. However, that's not the most efficient or effective way to create log-term wealth. Using the allocation mix agreed upon, we'll build a results-focused portfolio of individual investments (Stocks, Bonds, Mutual Funds, ETFs, Alternate investments) that will help get you to your financial objectives. Unless you have the time and patience to dedicate to portfolio management, it can't be done effectively. We know you have other things to do - such as living your life, so we'll watch over the portfolio for you, making sure it never strays from delivering the objectives you desire. |
| Retirement Planning
Your personalized retirement planning strategy: Everything we do for you centers around four pillars - Helping you plan to achieve your financial goals prior to retirement; Planning to ensure you have sufficient income during retirement; Putting plans in place to safeguard your Nest Egg and yourself against potential catastrophes; Planning for your legacy. |
| Estate Planning & Trusts
If you wish to leave behind a lasting legacy, whether it's for family and loved ones or a charitable institution, then you need to put a well-thought-out Estate Plan in place, so your legacy is established in accordance with your wishes. Without such a Plan, strangers (the State, Lawyers or individuals that don't have your interests in mind) could determine what happens to your Estate. If you wish to ensure that you are in control of what happens to your estate, and if you want to guarantee that your estate is handled in accordance with your directives, then having an Estate Plan is paramount. |
| Tax Advice and Services
We help our clients through long-term Tax Planning strategies and that's exactly how we'll help you. Tax planning does not commence on the date of filing your tax returns. Prudent tax planning often starts long before - sometimes even before you make investment decisions that trigger a tax liability. We can help devise tax planning strategies that minimize taxes, maximize tax refunds and guide you to optimize your tax-friendly investment returns. |
FAQs |
What are your qualifications? What is your education background?CERTIFIED FINANCIAL PLANNER™ |
Have you ever been charged with any breaches?No |
What services do you offer?Asset Management, Retirement Planning, Estate Planning, Tax Planning, Education Planning |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 4:30 PM |
| Tue. | 8:00 AM - 4:30 PM |
| Wed. | 8:00 AM - 4:30 PM |
| Thu. | 8:00 AM - 4:30 PM |
| Fri. | 8:00 AM - 4:30 PM |
| Madison, Monona, Cottage Grove, Sun Prairie, Waunakee, Middleton, Fitchburg, Verona |
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