As a financial planner, my role is to help you direct your financial resources toward the goals that are most important to you.I strive to help all of my clients plan for their futures. I accomplish this each and everyday by putting their interests first.
La Crosse, WI 54601
- States Insurance Licensed:
- FL, IA, MI, MN, WI
- Areas Served:
- Central Wisconsin, Southwest Wisconsin, Southeast Minnesota.
Financial Planning Process
- I will listen to your concerns and goals and can help determine if a financial plan is right for you
- To help provide a clear understanding of your financial picture, we’ll review your key financial information. This information aside, the biggest driver of a financial plan should be your financial goals and objectives
- No two financial plans are exactly the same. I can craft a carefully constructed plan that addresses your financial goals and objectives, while taking into account your current financial situation
- After the plan is developed, I’ll present it to you to make sure it addresses your needs
- Once you approve the plan, we will take the proper steps to put the plan in action
- Your financial needs could change – and likely will – after your financial plan is developed. I’ll conduct regular reviews to make sure your financial plan continues to meet your current needs
Areas of Expertise
- Financial Planning
- Wealth Management
- Retirement Planning
- Life Insurance Planning
- Long Term Care Insurance Planning
- Disability Income Insurance Planning
- Estate Planning
- Education Funding
- Employee Benefits
Products I Offer
Director of First Impressions
1 / 4Vanessa is one of our "Director of First Impressions". She will be one of the first ones that greet you when you come in for a meeting, she will also be one of the first people you talk with when you call into the office.
Director of First Impressions
2 / 4Sherri is also one of our "Directors of First Impressions". Sherri or Vanessa will be one of the first ones that greet you when you come in for a meeting, she will also be one of the first people you talk with when you call into the office.
3 / 4Travis is a member of my team and serves as a Financial Planner. You will meet Travis when we conduct client meetings.
4 / 4Zachary is the newest member of my team and serves as a Financial Representative. Zachary specializes in many areas and has a focus on helping young couples with their financial future.
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