Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
Certifications
CEPA®
Certified Exit Planning Advisor®CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Spending Time with Family
- Traveling
- Football
- Golfing
- Pickleball
Team Members
Jodi OstanekBranch Office Administrator
Jen StoltenbergBranch Office Administrator
Send Me a Message
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Phone
(920) 434-7740Fax
(888) 202-5849Office Address
933 Cardinal LaneGreen Bay, WI 54313opens in a new window
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