Address:
2215 Holiday Drive
Janesville, WI 53545
Serving the Southeast Wisconsin Region
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
- Financial services industry professional since 1989
- Joined Old National Investments in 2008
Education
- Bachelor’s degree in finance from University of Wisconsin-Whitewater
In the past, I served as a Grand Knight, parish council member, and a finance committee member. I currently serve as a member of the Knights of Columbus, a parishioner, lectern reader, Eucharist minister, and choir member at St. Williams Catholic Church. In my spare time, I enjoy golfing, bowling, card playing, darts and billiards. My wife, Sharon, and I have been married since 1990 and have four adult children. I also have a new addition to the family, a granddaughter, whom I adore.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Wealth Sales Assistant, Kim Barfknecht at (608) 237-9728 or Kim.Barfknecht@onbinvestments.com.