Why I do what I do
Why I do what I do
I don't believe financial planning is a one-size-fits-all process, so I help my clients develop a customized plan that is unique to their individual situation. I meet with my clients regularly to review their plan and ensure it stays in keeping with their ever-changing circumstances.
I serve members in…
Waterford, Wisconsin and the surrounding area.
I enjoy working with…
Individuals and families, those approaching retirement, small business owners, and anyone else who is looking for financial peace of mind.
I am very proud of…
35 years of helping my clients achieve financial independence.
I chose Modern Woodmen because…
I believe in the organization - not only for how it supports clients in reaching their goals, but also for way it supports my community and allows me to give back.
The best part of my career is…
helping my clients develop successful financial plans and watching them achieve their life's goals and gain peace of mind.
