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 in construction-related business finances, Len is the founder of the Construction Resource Network and the driving force behind its continued success. His passion for service to others and his dedication to the construction industry has brought Len the leadership role he enjoys today. Len’s involvement in the industry is a testament to his commitment. He has worked actively for the Associated Builders and Contractors as a member of the management Education Committee, and as a retirement and benefits plan specialist for the Associated Builders and Wisconsin Builders Associations. Len is also a member of the Society of Financial Services Professionals, the National Association of Insurance and Financial Services professionals, and a life member of the Million Dollar Round Table.
For 35 years Len has been sharing his financial services and insurance/investment experience with his construction industry peers and closely held businesses. Lee specializes in Fee-Based Financial Planning, Employee Benefits; Qualified Plan Design and Funding, Selective Executive Benefits; Business Transition Planning; Executive Compensation Planning; and Retirement and Estate Planning Strategies.
Len and his wife Paula have 3 children and reside in Madison.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian