1516 W Main Street
Sun Prairie, WI 53590
Serving the Stevens Point, Sun Prairie and DeForest, 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.
Career Highlights & Industry Expertise
- Financial services industry professional since 1999
- Joined Old National Investments in 2001
- Bachelor’s degree from the University of Wisconsin-Stevens Point
- Volunteer work with the First Tee of SC Wisconsin Program and Veteran’s causes/effort
I’m a member of the Classic/Mustang Car Club. I enjoy golf, hockey and history.
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, Anne Cuomo at (715) 997-6615 or Anne.Cuomo@onbinvestments.com.