LPL Financial

  • Banking & Financial Services
  • Insurance
W240N1221 Pewaukee Rd
Ste B
Waukesha, WI 53188
(262) 544-0221
(262) 544-1428 (fax)
Waddell and Reed
Hours:
Monday through Friday
8:00am to 5:00pm

  • About

    I started my career with Waddell & Reed in 1980 as an advisor in Minneapolis, Minnesota. I moved to Milwaukee in 1984 as a Division Manager and opened and managed the first office in Wisconsin. Since then, I have served in a number of management rolls. However, today my role is that of a Financial Advisor. I work with individuals, families and business to help solve financial problems and develop plans. I use workshops, client appreciation events and account reviews to stay connected with my clients.

    I have previously led workshops and seminars for Milwaukee Area Technical College, Waukesha County Technical College and other area schools. I am a past committee member of Roger’s Memorial Hospital, a current Waukesha County Business Alliance committee member, and an active committee member at my church.

  • Directions

    I94, exit 295 onto Hwy F, head north to Ridgeview Parkway. Turn left onto Ridgeview Parkway and follow to stop sign. Turn right at stop sign into parking lot of W233 N2080 Ridgeview Pkwy. S.200