Stock brokers appleton wi
Joined Lincoln Financial Advisors in after a 15 year career with a family owned and family run business. Paul specializes in comprehensive financial planning, advising successful professionals and business owners with their estate, business continuity and retirement planning by empowering them to make informed stock brokers appleton wi through financial education.
He is a member of the Financial Planning Association and Professional Advisor Network of the Community Foundation as well as being involved in a number of not for profit organizations in his stock brokers appleton wi. Joined Lincoln Financial Advisors in Dan specializes in comprehensive financial planning that provides successful professionals, small business owners, families, and retirees the means to control their financial security.
This was a series of 10 courses and exams taken over a four year period, focusing on the numerous intricacies of financial planning. Sagemark Consulting Private Wealth Services is a select member group within Lincoln Financial Advisors which focuses on clients in the high net worth market. For over 30 years, he has provided comprehensive customized financial analysis and sophisticated strategies to help solve significant stock brokers appleton wi problems for his clients.
In addition to his private practice, Rick through a Sagemark Consulting affiliation, works with several national investment firms, their advisors stock brokers appleton wi clientele in the areas of wealth transfer strategies, business succession, and life insurance analysis. Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.
Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.
Expertise in the areas of personal and corporate income taxation, as well as estate, gift and stock brokers appleton wi taxation. Member of the Connecticut and American Bar Associations. Taxation from Boston University School of Law. Member of the American and Connecticut Bar Associations. Finance degree from the University of Connecticut; and LL.
Taxation degree from Boston University School of Law. Primary area of expertise: Advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on the family owned business. Areas of expertise include fixed-income, equity allocations, alternative investments stock brokers appleton wi affluent wealth management.
Holds a Series 7 registration. Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax reduction strategies. Summa cum laude, Master's degree graduate from Southern Methodist University.
Responsible for the delivery of wealth management and financial planning services on a national basis. Bachelor of Science degree from the University of Alabama, and J. Lincoln Financial Advisors Daniel J. The Key to Our Success Meet Our Planning Team. Mary Resch Administrative Assistant mary.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp. Investment advisory services offered through Sagemark Consulting, a stock brokers appleton wi of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Stock brokers appleton wi disclosure information available at www.
His career began in the banking industry with his work ethic, integrity and client commitment leading to increased responsibilities during his twenty years. Since leaving banking inhe has pursued a career in commercial real estate brokerage. This background, combined with a passion for real estate, stock brokers appleton wi to the formation of J. His unique skill stock brokers appleton wi has allowed him to assist countless clients and customers meet their commercial real estate needs.
John is an active member of the community serving on several non-profit boards and is a current member of the Realtors Association. His personal time is spent with family, pursuing outdoor hobbies and playing hockey. Contact John at jross jrossassoc. He served as a police officer for the Town of Grand Chute for 9 years. Jim has also been involved in sales and marketing for nearly 20 years while owning Promotion Plus, a local company that provided promotional products, screen printing and embroidery services.
He has owned several properties, both residential and commercial, and enjoys being involved in the real estate market. He is looking forward to helping businesses meet their real estate needs. Contact Jim at jbunjovac jrossassoc. Judy Parker Judy began her career with J. She serves as an Administrative Assistant whose multi-tasking duties include customer service, accounting, marketing and property management support.
Prior to joining J. Judy has performed as a public speaker, book publisher and has assisted with elderly home caregiving. Judy lives in the Hilbert area with her husband and enjoys traveling in and out of Wisconsin and enjoys long walks. She is active in her church, and has enjoyed a number of volunteer activities over the years.
Before starting at J. Other previous employment has given him a wide range of knowledge in building construction including masonry, carpentry and plumbing. His customers and clients have benefited from this background. He also enjoys hunting and fishing stock brokers appleton wi his free time. Kim Johnson Kim stock brokers appleton wi a graduate of the University of Wisconsin Milwaukee, with a degree in marketing and finance. He spent his early years working in the stock brokers appleton wi real estate and construction business in Manitowoc.
Kim and his family developed several area subdivisions, as stock brokers appleton wi as owned and operated various commercial buildings. Kim also spent seven years as an Account Executive in the manufacturing industry, traveling the country working with Fortune companies.
Whether it be leasing, buying, selling, or building a new home for their businesses, Kim can give you the attention and expertise you need.
Scott Muggenthaler Scott has been a commercial realtor in the Fox Valley since During his time in business he belonged to stock brokers appleton wi organizations and served on many regional and national advisory committees most of which were with Genuine Parts Company, a Fortune Company. Contact Scott at smuggenthaler jrossassoc. Julie Walker Julie graduated from St.
After graduating college, Julie began work in the insurance industry, where she held various management positions in sales, training, and underwriting, and executive level positions in project management, process improvement and strategic planning. She currently lives in the Green Bay area with her husband and two teenage children who keep her busy with their various sports and school activities.
Contact Julie at jwalker jrossassoc. Doris Frank Doris Frank: Working with the J. Doris and her husband live in Kaukauna where they have a rental property business. Her personal interests include traveling, quilting, gardening, and walking in state parks. Contact Doris at dfrank jrossassoc.
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