As a financial professional with more than 15 years of experience in financial services, Paul has a passion for helping others. By leveraging his experience in providing comprehensive, customized and strategic financial strategies, he helps individuals and families accomplish their financial goals so they may live prosperous and generous lives. His areas of expertise include: - Wealth Management - Retirement Income Distribution Planning -Social Security Strategies.

Paul currently lives in Waukesha, WI with his wife Rhonda and their two Golden Retrievers (Biscuit and Jelly). Paul is a lover of squished grapes and co-owner of two local wine bars.

Joel loves to deep-dive the tough financial problems our clients face. He has a gift for coming up with the very best solutions, not just for the immediate generation, but for those to come. When it comes down to finding the best combination of products and services for our clients, Joel will always deliver. His expertise includes, but is not limited to: Estate Strategies - Long Term Care - Tax and Investment Efficiencies.

Joel is a fairly recent transplant to the Greater Milwaukee area. He has a huge passion for good food, great wine, and engaging conversation. He's just as likely to engage you in philosophical debate as he is to make a recommendation on the next great glass of wine.