

Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Values and Faith Based Investing
- Healthcare Professionals

Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Active Lifestyle
- Aviation
- Motorcycles
- Car Restoration
- Music
Team Members
- Dawn McDonaldSr. Branch Office Administrator
- Sheila JantzBranch Office Administrator
- Zachary TibbleBranch Office AdministratorFPQP®
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Phone
(715) 387-8662Fax
(888) 267-5288Office Address
554 South Central AvenueMarshfield, WI 54449opens in a new window
Mailing address
Po Box 1016Marshfield, WI 54449
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