We are a life centered team that brings purpose and intentionality to families that have complicated life events, who value partnership and planning towards their lifestyle goals, and who are eager to deepen a meaningful relationship with our team. We are a relationship first business.
Our purpose is to positively impact the lives of the families we serve, and we are committed to creating a meaningful relationship with you as we navigate life together. Our goal is to create a supportive and comfortable atmosphere where your most important goals and concerns can be discussed.
Understanding your goals throughout the arc of your life and creating a road map to get there is the foundation to our approach. We accomplish this by leveraging our established process to build personalized strategies to help you achieve your goals. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
On a personal note, I grew up in Sun Prairie, where upon graduation, I attended the University of Wisconsin-Madison. I began working with Edward Jones in 2007 and opened my office in Monona, WI, in 2008. I have earned the Accredited Asset Management Specialist™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. In addition, I became a limited partner with Edward Jones in 2013.
I currently am a member of the 100 Men of Dane County, serving our communities' underserved children and youth. I also serve as a volunteer for the McFarland Education Foundation. I have been married to my spouse, Katie, since 2001. We have a son and two daughters who attend school in McFarland, where we have lived since 2002.
My branch office administrator is Cady Brunkow. Cady lives in Waunakee and has a young family. Amanda Calabrese is an Associate Financial Advisor with our team. Amanda also lives in McFarland and has a son that attends school in the district. We work as a team and share responsibilities to ensure that we are providing you with personal, customized service.