Working together as a branch team, my office administrator, Samantha Bratz, and I are committed to helping serious investors plan for and live comfortably in retirement. We understand that no two individuals are exactly the same. Our first priority is to listen and understand what's important to you and learn what is unique about your goals and objectives. As a financial advisor who has received the CFP® designation, you will find that we use an established process as the foundation to crafting your unique strategy; and by incorporating your tax and legal professionals' insight, we strive to offer comprehensive advice in your best interest.
My prior career in manufacturing taught me how to help others understand and control a chaotic and complicated process to produce a more reliable and consistent final product. Those past experiences provide the skillset that I use today to distill a complicated and confusing financial world into a thoughtful step by step plan.
Born and raised in Chilton and with a large extended family, I now call the Holyland home. My wife, Nicole, and I have two children, Natalie and William. Our daily routines typically revolve around our children's extracurricular activities and family gatherings. It can get chaotic at times, but we wouldn't have it any other way. We are passionate for the communities we are a part of and believe in leading by example. Keep an eye out for us, as we frequently volunteer at local events!
Whether you're considering starting a relationship with a financial advisor for the first time or have the feeling that something is missing with your existing relationship, give us a call or stop in to see what sets us apart. We look forward to partnering with you!
Phone NumberPhillip A Kubichka at (920) 827-2308
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