I live in Ashwaubenon, Wisconsin (Green Bay). I have 3 children, 2 sons and 1 daughter. I am also one of eleven children. I served six years in the US Army National Guard as an infantry man. Thru the military I was able to attended University of Wisconsin – Green Bay where I majored in economics and minored in political science. I have been working in the financial business for 20 years. I have been a vice president of investment for A.G. Edwards, Piper Jeffrey and Dan Rauscher.
In 2001 I decided to start a company that focused on client’s needs, mostly in the senior market. I found that in my experience in the brokerage firms that clients true intention on assets were not being focused on. At Protective Financial Services we focus on the client’s needs and goals first. Then we focus on the placement of assets to accomplish their goals.