420 S Koeller Street
Serving the Fox Valley 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 2012
- Joined Old National Investments in 2006
- Associate degree in criminal justice and law enforcement from Waukesha County Technical College
I enjoy being actively involved in my community, especially with church and with youth sports teams.
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.