I am a financial advisor primarily for a select group of professionals and successful business owners who, among other things, aspire to a work-optional lifestyle. I use an established process to put all the pieces of the puzzle together by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to help keep you on track.
Denise Turner is my senior branch office administrator. She has been my partner every step of the way and is dedicated to providing you with the highest level of service possible.
We enjoy working with clients who have a shared attitude and disciplined approach to investing and are happy to be a sounding board for our existing clients' friends and family.
Outside of work, I am active in the Little Warrior Foundation, a childhood cancer research nonprofit co-founded with my husband. We are raising three great kids and showing them how to be the change you want to see in the world.
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
Office Address316 Oakton Avenue
Pewaukee, WI 53072 opens in a new window
Phone NumberMaggie Spada at (262) 695-1109
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