

Focus Areas
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
Focus Areas
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Cycling
- Active Lifestyle
- Personal Fitness
- Camping
- Golfing
Team Members
Kathy FristedSr. Branch Office Administrator
Jonica HeebinkSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(715) 688-6735Fax
(866) 444-9491Office Address
1570 10th AveBaldwin, WI 54002opens in a new window
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