Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Charitable Giving
- Divorce Finances
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Yoga
- Hiking
- Active Lifestyle
Team Members
- Fay PloegerSr. Branch Office AdministratorFPQP®
- Kelly VenableAssociate Financial Advisor
- Kelli HefterBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(608) 873-7131Fax
(877) 346-4250Office Address
400 W Main StStoughton, WI 53589opens in a new window
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