AAMS, AIF® – LPL Financial Advisor in Wisconsin
Servicing Sheboygan, Manitowoc, Appleton & surrounding areas
- Rollovers from employer sponsored plans
- Traditional IRA, Roth IRA, 529 plans, Custodial & Trust accounts
- High Net Worth Strategies
- Annuities, Life/LTC
- Estate Planning Strategies
- Series 7
- Series 66
- WI Insurance License
- TX Insurance License
- CA Insurance License
- University of Wisconsin -Madison
SIC – PARVIS – MAGNA, Latin for “Greatness comes from small beginnings” said the great English explorer Sir Francis Drake, 1857
“I have missed over 9,000 shots in my career. I’ve lost almost 300 games. 26 times I’ve been trusted to take the game winning shot and missed. I’ve failed over and over and over again in my life. And that is why I’m successful.” Quote from Michael Jordan.
A pot of water sitting on a stove at 211 degrees is just hot water. But at 212 degrees the water boils and can be used for so much more. If we all just give that one extra degree of effort, the possibilities can be endless.
Adaptability is key in meeting the constantly changing financial needs of my clients. At Gateway Financial Partners, previously known as Kolar Wealth Management, our experienced leadership team is deeply committed to the financial and emotional well-being of our clients. My journey in the financial industry began in 2007 with Edward Jones. Over a 12-year span, I acquired the knowledge and expertise necessary to become a qualified Independent fiduciary, in Advisory relationships, with. I take pride in serving individuals, families, and businesses in my local community and surrounding areas, specializing in retirement planning, 401k rollovers, Life/LTC and annuities.
But my career path wasn’t always in finance. I spent 12 years managing large projects at my family’s HVAC/metal fabricating business. This hands-on experience gave me valuable insights into the physical and emotional demands of certain careers, helping me strive to earn the trust and respect of many clients and prospects.
During my 20s, living in Los Angeles, California, I worked in the hospitality industry. This valuable experience taught me the importance of excellent service and the art of earning customer satisfaction by always putting their needs first.
Clients come first – that’s our primary goal at Gateway Financial Partners. I listen attentively to the needs of our clients and prospects, prioritizing their goals and determining the most appropriate financial strategies to put into action and monitor.
Providing outstanding service, maintaining transparency, and aiming to ensure timely communication are the pillars of my team and me. As a Fiduciary in Advisory relationships, our success is tied to yours. Allow me to be a part of your team.
As the proud father of my young adult son, Mason, one of my greatest achievements has been the privilege of parenthood. Raising my son, watching him mature into an exceptional young man, and traveling the world together have been priceless experiences. Through exposure to different cultures, languages, and cuisines, Mason has set high aspirations for his life, and I plan to support him every step of the way.