Al is an experienced professional who has been in the finance field since 1985. In Al’s practice he works with individuals and business clients to assist them in making the many financial decisions required in today’s world...
Life Brokerage Manager
www.financialdesigngroupinc.com Andy brings knowledge and experience to individuals seeking to build and maintain maximum wealth and protection using a macro-economic process. This macro-economic approach utilizes economic laws and...
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Registered Representative & Financial Advisor of Park Avenue Securities
Dave graduated from the University of Wisconsin in 2005 with a degree in personal finance. Prior to joining Financial Design Group, Dave spent three years in the retail banking field. He enjoys working with individuals and business to...
Wealth Management Advisor
Janel’s experience is working with clients to overcome obstacles like debt reduction or planning for life events such as education funding, vacation home purchase, or retirement planning. She loves to help her clients achieve...
Registered Representative & Financial Advisor of Park Avenue Securities. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Jarod graduated from the University of Wisconsin in 2017 with a degree in personal finance, joining Third Coast Advisors shortly after. He enjoys working with families and businesses to define and achieve their financial goals. Jarod...
I’m a wealth advisor, primarily, for a select group of successful professionals who are 5-10 years from retirement, who among other things aspire to live a purpose filled retirement.
Receptionist & Client Relations
Keith has always loved helping people. This career allows him to truly make an impact on people’s lives. Keith gets to design and implement custom wealth building and income protection strategies for each individual client. His...
Assistant: Regina Thompsonregina_thompson@glic.com Len has been providing advice in retirement, business succession, and estate planning for closely held businesses and affluent clients for over 3 decades. With knowledge and experience...
www.financialdesigngroupinc.com Michael provides knowledge and experience in the areas of wealth building, management and preservation. His practice addresses asset protection, retirement and estate planning. Michael focuses on the...
For over 30 years Tim has assisted his clients reach their financial goals of growing, protecting, enjoying, and passing on their wealth. The use of a macro-economic approach to planning demonstrates to his clients how each financial...