Having started, developed and sold a marketing business serving business owners in more than a hundred communities throughout the Midwest, I focus on the investment and financial interests of business owners and prodigious savers. As a business owner with an education in economics I provide a unique understanding of the demands involved with managing and building equity in successful businesses, as well as a broad perspective of factors that drive asset valuations and capital markets.
Education
University of Wisconsin-Madison
B.A., Economics
Credentials
CFA® Chartered Financial Analyst®
CFA® Areas of Study:
- Ethical and Professional Standards
- Quantitative Methods
- Economics
- Financial Reporting and Analysis
- Corporate Finance
- Equity Investments
- Fixed Income
- Derivatives
- Alternative Investments
- Portfolio Management and Wealth Planning
Passed Level I Exam June 2015
42% candidate pass rate
Passed Level II Exam June 2016
46% candidate pass rate
Passed Level III Exam June 2017
54% candidate pass rate
CFP® Certified Financial Planner™
CFP® Areas of Study:
- Professional Conduct and Regulation
- General Financial Planning Principles
- Education Planning
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
Passed Exam November 2013
64% candidate pass rate
Accredited in Business Valuation ABV®
ABV® Areas of Focus:
- Business Valuation for Closely Held Companies
- Exit & Succession Planning Strategies
- Valuation for Estate and Gift Tax Planning
- Merger, Acquisition & Transaction Advisory
- Financial Analysis & Cash Flow Modeling