Director Of International Financial Planning
CurrentI bring over a decade of financial planning and wealth management experience to Walkner Condon Financial Advisors, a local, independent fee-only fiduciary based in Madison, WI, serving clients all over the world. As part of Walkner Condon's international team, I work with U.S. expats and cross-border citizens to develop financial plans that address the regulatory, legal, and tax obligations and rules of multiple countries. I'm thrilled to be with a team of advisors that thoroughly enjoy what they do, providing their clients with a very personalized, professional experience, rooted in our Comfortably Unique™ philosophy. If you're interested in learning more about our international team and our work, you can visit our website usexpatinvesting.com. Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Walkner Condon Financial Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing, or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. Walkner Condon Financial Advisors does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information regarding the website’s users and/or members.
