About Us

Bill has lived in the Appleton and Green Bay WI area all of his life and has over 30 years of experience as a Financial Advisor. He has experience and training in several areas of Financial Planning, but he specializes in the areas of retirement planning and wealth management.

Bill became a Financial Advisor because he enjoys helping people plan for their financial futures. Besides the continuous training Bill receives as a Financial Advisor he feels his past experience in engineering and as a quality manager helps him do the research and planning that so many people need. In the end Bill feels helping people is what being a Financial Advisor is all about.

In Bill's spare time he enjoys traveling, concerts and watching the Green Bay Packers. He has also been active in his church for many years.

To schedule a complimentary "Get to Know You Meeting" contact Bill using the email or phone number contained in this website.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

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