Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Jim has been in the financial and investment services field since 1993. His mission is to help his clients reach their financial goals through a personal relationship based on knowledgeable advice and planning. This focus is designed to help his clients reach their goals, giving them greater confidence in their tailored (customized) financial plan. Jim enjoys spending valuable time with his family and water and snow skiing.
For more than a decade, Julie uses her unique blend of knowledge and skill obtained from the financial services industry, social work, funeral preplanning and health care as she works with her clients. She also focuses on comprehensive planning for her clients, working alongside them to help manage life’s changes and its effect on their financial well-being. Individualized service helps Julie's clients have clarity for long term planning to meet the financial goals they wish to achieve.
Julie and her husband, Bryan, have two children. Julie enjoys traveling and volunteering in her church and community.
Jim has been helping people make smart decisions with their money since 1993. Jim is respectful of his clients concerns and is confident in addressing their current and future planning needs. Jim has earned the Life Underwriter Training Council Fellow (LUTCF). He has a passion for educating his clients and making a difference in their lives.
Jim enjoys spending time with his wife, Pam and their children Addison, Nicholas and Tiffany. His hobbies include motorcycling and snowmobiling.
Dan received his Bachelor’s Degree in Business Administration from Lakeland University. Dan enjoys working with companyretirement plans, including SIMPLE IRAs and 401(k)s, to build a plan that fits each company's uniqueness, as well asengage and educate employees. He also enjoys partnering with individual clients to build financial plans based on theirindividual needs and goals as their lives change.
He enjoys spending time outdoors golfing, boating, fishing. Dan and his wife Kellie live in Kiel with their two children, Kaylee & Carter.
A solid financial education is the key to a successful financial plan. Brandon takes this approach with each of his clients. He is a graduate of St. Norbert College where he earned a Bachelor’s degree in Finance and Business Management. Brandon’s passion is working with individuals to guide them to and through their financial goals. He utilizes a wide array of investment and risk transfer strategies, customized to each client.
Brandon is an avid Wisconsin sports fan and enjoys reading and spending time outdoors.
Schedule a Meeting with Brandon