Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Employee Stock Options
Certifications
CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Traveling
- Mountain Biking
- Sustainability
- Outdoor Enthusiast
- Astronomy
Team Members
- Katie FleckSr. Branch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:30PM |
Fri | 08:00AM - 03:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:30PM |
Fri | 08:00AM - 03:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(608) 834-9594Fax
(877) 874-8684Office Address
333 Cannery SquareSun Prairie, WI 53590opens in a new window
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