Experience

The Financial Group, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Financial Advisor|Owner

  • Dec 2017 - Present

  Sheboygan, Wisconsin Area Helping clients achieve their financial goals by providing the best total solution relative to their investment, retirement, and estate objectives through a review of: • Current Financial Position • Retirement Income Planning • Estate Analysis • Investment Portfolio Analysis • Insurance Analysis Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or… Show more Helping clients achieve their financial goals by providing the best total solution relative to their investment, retirement, and estate objectives through a review of: • Current Financial Position • Retirement Income Planning • Estate Analysis • Investment Portfolio Analysis • Insurance Analysis Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. http://joinwoodbury.com/disclosures/socialmedia

• Financial Advisor|Partner

  • Aug 2014 - Dec 2017

  Sheboygan, Wisconsin Area



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jan 2014 - Aug 2014

  Madison, Wisconsin Area • Provided total financial needs analysis through a network of professionals with experience in: -Advisory services -Retirement analysis and programs -Estate strategies -Employee benefit and retention services -Business continuation strategies -Trust services

• Insurance Professional

  • Mar 2013 - Jan 2014

  Madison, Wisconsin Area • Helped clients and prospects analyze current insurance programs to uncover any deficiencies within their financial plan reviewing the following: -Life Insurance -Long-term Care Insurance -Hybrid Life Insurance -Long-term Disability Insurance -Short-term Disability Insurance -Business Overhead Expense Disability Insurance -Health Insurance



Filbrandt & Company

• Financial Paraplanner|Client Service Representative

  • Jun 2010 - Feb 2013

  Middleton, WI •Responsible for analyzing, creating, and developing comprehensive financial and portfolio analysis, retirement projections, insurance assessments, estate auditing, and asset management for university professionals •Maintained relationships with universities and university professionals •Worked with senior advisers to identify effective financial planning strategies •Consolidated investment portfolios according to accepted portfolio models by establishing new accounts and transfer of… Show more •Responsible for analyzing, creating, and developing comprehensive financial and portfolio analysis, retirement projections, insurance assessments, estate auditing, and asset management for university professionals •Maintained relationships with universities and university professionals •Worked with senior advisers to identify effective financial planning strategies •Consolidated investment portfolios according to accepted portfolio models by establishing new accounts and transfer of assets •Participated in marketing of prospects Show less



Associated Bank

• United States
• Financial Services
• 700 & Above Employee

• Assistant Branch Manager

  • May 2008 - Jun 2010

  Madison, Wisconsin Area •Responsible for the day-to-day operational activities of the office to ensure each customer experience is positive •Continuously provided sales coaching to team •Developed and implemented plan for growing and exceeding office production goals and portfolio goals •Provided technical guidance and training to tellers and personal bankers on operational procedures to ensure compliance

• Personal Banker

  • Apr 2007 - May 2008

  Madison, Wisconsin Area •Responsible for the sale of bank products and services to customers and prospects •Maintained and exceeded individual sales goals to improve the profitability of the bank