Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Sign up for a complimentary initial consultation

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Awards & recognition

  • Alacrity Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Marshfield Clinic Development Committee

Portage County Business Council

Dueling Against Cancer Fundraiser for Marshfield Clinic WINGS program and Marshfield Clinic Stevens Point Cancer Care Patient Needs Fund

Our photos

2 albums
close