I am an Independent Financial Advisor and have been practicing for 27 years. In 2003, my business partner and I formed Global Financial Group; building a practice based on trust. Our professionals are interested in helping our clients achieve their goals and dreams through a process of relationship building and financial planning. I am licensed to sell Insurance Products in the following states: Wisconsin and Illinois. I am licensed to sell Securities in the following states: Wisconsin, Illinois, Florida, Colorado, California, South Dakota, Nevada, Utah. Washington and Washington DC.Specialties: CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant), Risk Tolerance Determination, 401k Plans and 401k rollovers, Educational Planning, Retirement Planning, Portfolio Management, Asset Allocation and Diversification. Series 6, 63 & 7 Licenses.Osaic Wealth, Inc. is not affiliated with LinkedIn and is not responsible for LinkedIn privacy or security policies. Osaic does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute a offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.