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.
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I work with the following types of clients
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I can meet clients in the following ways
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Financial Organization Memberships
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