5101 South 27th Street
Greenfield, WI 53221
Serving the Milwaukee Metropolitan Area
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
- Over 20 years of financial services industry experience
- Joined Old National Investments in 2010
I’m honored to have been a recipient of the Five Star Wealth Manager Award* annually for the past eight years. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors.
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, Holly Fitzgerald at (920) 891-7292 or Holly.Fitzgerald@onbinvestments.com.
*Wealth Managers do not pay a fee to be considered or placed on the final list of 2015/2016/2017/2018/2019/2020/2021/2022 Five Star Wealth Managers.