Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $350,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Asset Allocation
- Estate Planning
- Investment Management
- Mutual Funds
- Retirement
- Sudden Wealth
- Personal Taxes
About My Practice
Experience
More than 24 years of experience providing investment advisory, financial planning and tax services to business owners, corporate executives and other high net worth individuals and related entities.
Previously led the financial counseling practice of Deloitte & Touche LLP in Milwaukee.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
How Planner Charges
Considerations: 0.60% on the first $1.5 million, 0.35% on the next $3.5 million and 0.25% thereafter
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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10850 W. Park Place
Suite 500
Milwaukee
WI
53224
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Select
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10850 W. Park Place
Suite 500
Milwaukee
WI
53224
|
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Select
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10850 W. Park Place
Suite 500
Milwaukee
WI
53224
|
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