4811 S 76th Str Ste 400
Greenfield, WI 53220
About
As an Accredited Asset Management Specialist (AAMS®), I offer personalized financial services for individuals, families, and businesses. My services include wealth accumulation planning, investment selection, and a wide range of insurance options such as life, disability, long-term care, and annuities. With a Series 65 securities license, I provide expert investment advice, ensuring your financial goals are met with care. I focus on understanding each client’s unique needs. Additionally, I own Pathway Divorce Solutions where I provide specialized financial guidance for individuals going through divorce.