About My Practice
- Financial Education
- Holistic Financial Planning
- Fee-based Financial Consultation
Major life changes cause stress. It's easy to become overwhelmed, wondering who you can trust, where you can get unbiased information to help with decision-making, and what you should be doing to protect yourself.
Education is the basis of my financial planning philosophy. Getting a clear understanding of your present situation and your options going forward is essential.
Experience
- Certified Financial Planner designation [CFP] - 1987
- Masters Degree in Personal Finance - 2005
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Insurance Licenses
Life insurance: Wisconsin, Fixed annuities: Wisconsin, Variable annuities: Wisconsin
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Masters Degree in Personal Finance
Broker-Dealer Affiliation
Cambridge Investment Research, Inc.
Broker-Dealer Disclaimer
Registered Principal, Securities Offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, inc., a Registered Investment Advisor. Cambridge and Wilcox Financial Advisors, s.c. are not affiliated.
Considerations: Financial Planning on an hourly fee or retainer basis. Product evaluation and selection on a fee or commission basis at the client's discretion. Full disclosure and mutual understanding of all fees prior to engagement.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
