Address:
640 Division Street
Stevens Point, WI 54481
Serving the Stevens Point, 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 1998
- Joined Old National Investments in 2005
Education
- Bachelor’s degree in business administration from University of Wisconsin-Oshkosh
I’m actively involved in the community, including as a board member of two nonprofit corporations and as co-organizer of a charity golf outing. I enjoy volunteering as a coach with area youth baseball and softball programs. I am also an avid outdoorsman and hunter.
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.