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

CRD#

6365235

Firm CRD#

6365235

Years of Experience in Financial Services

5

Number of Years with Current Firm

5

I work with the following types of clients

Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors

Investment Types

Bonds, Options & Futures, Alternative Investments, Commodities, Stocks, Mutual Funds, Insurance, Annuities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, FOREX & Currency, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, At your home, At your office, Via phone, Via email, Video Conference

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Estate Planner (AEP), Certified in Long-Term Care (CLTC), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), RICP, FIC

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Annuity, Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability

Financial Organization Memberships

National Association of Insurance and Financial Advisors (NAIFA)

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Hourly