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
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
Advisory Services Provided
I can meet clients in the following ways
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Financial Organization Memberships
Minimum Portfolio Size for New Managed Accounts