With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
A few of my favorite things:
Favorite restaurants (for dinner): Schwartz's in St. Anna's
Favorite movie types: Movies based on true stories & black and white movies
Favorite games: Rummy, Skipbo, Uno, Trivia Adventures for the 70s, Clue, and Sorry
Favorite restaurants (for dinner): Nightingale (Sturgeon Bay) and Wine Maniacs (Oconomowoc)
Favorite season: Fall aka SPOOKY SEASON!
Favorite movie types: All (Comedy and Thriller/Horror are tied for 1st place)
Favorite restaurant (for dinner): 1919, Plae Bistro
Favorite colors: Blue
Favorite sports: Golf, football
Favorite restaurant (for dinner): Graystone Ale House
Favorite online places to shop: Amazon
Favorite sports: Football
Let's meet to discuss what's most important to you.
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