Address:
216 Cottage Grove Road
Madison, WI 53716
Serving Madison, including Cottage Grove Road, Mt. Horeb and Verona, Wisconsin areas
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.
“I help my clients structure their finances in a way that is comfortable to them from their working years through retirement. Our ongoing monitoring helps clients work toward accomplishing their goals.”
Career Highlights & Industry Experience
- Financial services industry professional since 2002
- Joined Old National Investments in 2014
Education
- Bachelor’s degree from Upper Iowa University
I enjoy spending time with my two children and practice physical fitness through running, yoga and aerobic exercise. 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.