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

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

Investment Types

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

I can meet clients in the following ways

At your office, Via Email, Via Phone, At my office, At your home, Video Conference

Certifications, Accreditations & Designations

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

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

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

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