LPL Financial Advisor in Wisconsin
- Retirement planning
- Uniform Investment Adviser Law Exam (Series 65*)
- Uniform Securities State Law Examination (Series 63*)
- General Securities Representative Exam (Series 7*)
*Licenses Held at LPL Financial
- University of Wisconsin (Whitewater) – B.B.A. Finance (Bachelor of Business Administration in Finance)
“Failing to plan is planning to fail”
– Benjamin Franklin
I believe no matter what we do in life, an individual needs to have an objective and put together the plan or steps to get there, without it is more of a dream.
I recieved my Bachelor of Business Administration degree in Finance with an emphasis on Financial Planning at the University of Wisconsin and have made it a goal to use my knowledge to help others. Currently, I hold my Series 7, Series 63 and Series 65 through LPL Financial, FINRA registration and focus on retirement planning.
With 20 years of experience in the field as a financial advisor, my mission is to be a lifetime resource for each client and offer them comprehensive financial planning and investment services that meet their goals.