West Bend Savings Bank Sep 2004 - Jun 2013
Manager of 5Th Avenue Advisors
Larson Wealth Management Sep 2004 - Jun 2013
President
M&I Brokerage Jun 1999 - Aug 2004
Investment Advisor
Southland Life Jan 1997 - Apr 1999
Marketing Liaison
Manulife Jan 1996 - Jan 1997
Customer Service Specialist
Education:
University of Wisconsin - Madison 1989 - 1993
Skills:
Personal Financial Planning Wealth Management Investments Coaching Management Financial Advisory 401K Rollovers 401K Sep Ira Simple Ira Estate Planning Retirement Planning Stock Market Wealth Management Services Finance Insurance Banking Leadership Marketing Portfolio Management Sales Strategic Planning Customer Service Financial Planning
Interests:
Savannah Ga and Park City Coaching High School Basketball Attending My Kids Sporting Events Coaching Basketball