Company Founder and Financial Advisor
I started this company in 1999 after working at a place that pressured advisors to push people into certain investments, even if that went against what the advisor thought was in the best interest of the client. I wanted to build a place where people could get educated advice from someone who was in their corner.
My wife, Karen and I live in in Oak Creek. I recently became a grandpa and love it more than I could have imagined. I’ve always been active in coaching youth sports and currently am coaching a grade-school basketball team. I feel blessed that I am able to work with my wife in a positive environment that we have been able to build.