

Focus Areas
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Values and Faith Based Investing
Focus Areas
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Values and Faith Based Investing
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®CKA®
Certified Kingdom Advisor®
Personal Interests
- Skiing
- Camping
- Cycling
- Backpacking
- Coaching Sports
Team Members
Jen WollerSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 06:30PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 07:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(715) 301-0980Fax
(855) 533-6194Office Address
214 Grand Ave WausauWausau, WI 54403opens in a new window
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