It started with a dream. Your dream.
And then one day you came to a realization. You spend very little time doing the things that attracted you to the business in the first place.
Do you share these beliefs, too?
Senior Vice President
Shawn graduated with a Bachelor of Business Administration degree in Finance from the University of Wisconsin-Oshkosh in 1992. He holds the Series 7 and 63 registrations through LPL Financial and the 66 registration through Freedom Wealth Alliance.
Shawn resides in Waterford, Wisconsin with his high school sweetheart and wife, Kim and their children Austin and Delaney. Shawn has been in the industry for over 25 years.
Fun Facts about Shawn:
Shawn loves the outdoor activities found in Wisconsin, hunting, fishing, etc. He is active in the lives of his children and enjoys spending time with his family.
Shawn has a great sense of humor and has no problem poking fun at himself as well.
His favorite quote:
“There are no constraints on the human mind, no walls around the human spirit, no barriers to our progress except those we ourselves erect.” – Ronald Reagan
Senior Portfolio Manager
Director of Client Relations
Client Solution Specialist
Jerry obtained his degree in finance and accounting through Bryant & Stratton, and Marquette University. His career started in 1975 at Northwestern Mutual Wealth Management with stops at Blunt Ellis & Loewi and B.C. Zeigler. He holds his securities Series 6, 7, 8, 22, 63, 65, and 66 registrations through LPL financial.
Jerry resides in Mequon, WI, he also has a vacation home in Neillsville, WI where he was born, and his grandfather came to America to farm in Neillsville. He is married to Laura Lee and has two sons Eric and Paul and has a grandson Easton.
Jerry is a dedicated hunter and forest conservationist. He enjoys hunting, fishing golf, gardening and his classic cars and Harley.
“Planning is bringing the future into the present so that you can do something about it now”
Registered Administrative Associate
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