Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Domestic Partner Finances
  • Divorce Finances
  • Estate & Legacy Strategies

Personal Interests

  • Spending Time with Family
  • Hunting
  • Baseball
  • Reading
  • Bowling

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 05:00PM
Tuesday 08:00AM - 05:00PM
Wednesday 08:00AM - 05:00PM
Thursday 08:00AM - 05:00PM
Friday 08:00AM - 03:30PM
Saturday Closed
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(877) 540-0631

Branch Team

  • Tracy Lapp
    Sr. Branch Office Administrator
  • Tia Rosenow
    Branch Office Administrator

Office Address

1319 W Main St
Watertown, WI 53094
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