A Milwaukee native, Bill is a local financial advisor with more than 30 years of retirement and financial planning experience. As a licensed Investment Advisor Representative, his accumulated knowledge and wisdom allows him to provide clients with the financial savvy they need to plan their financial future. Away from work, Bill enjoys hunting, fishing and spending time with family.
Business and Client Services Specialist
Jeanette join the firm in July of 2006 as CFO after working 8 years in an accounting office. Along with the responsibilities of the financials and record-keeping, she also assists in our marketing efforts including seminars, advertising and client appreciation events. Away from work, Jeanette enjoys playing the piano, quilting and spending time up north with family and friends.