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...
Receptionist & Client Relations
Brian’s goal is to consult and educate his clients on how to improve their wealth building, accumulation and protection. Brian discusses and reviews his clients’ financial strategies, which include their protection areas,...
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...
Assistant:Karen Johnsonkaren_johnson@glic.com608-662-8768Carl has been in the business since 2001 and specializes in offering comprehensive financial planning and wealth management, largely working with physicians, dentists, young...
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...
www.joeonopa.com Assistant:Jessica Burfieldjessica_burfield@glic.com608-662-8793 My career in financial services began in 2003. I specialize in working with medical students and young professionals, particularly in the pharmaceutical...
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...
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...
Ron’s main focus is to help his clients increase their net worth and reduce their risks. Ron does this best by listening to his clients and helping them achieve their goals and desires. He will use the best product, service, or...
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...
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...
Wealth Management Advisor
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.
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...
Business Development Associate
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.