Specialties
About Me
Financial Advisor for personal, business, and a Chartered Special Needs Consultanting, ChSNC®.
We work with individuals, families, and businesses in all areas of financial planning including helping clients build financial plans that navigate the financial options, legal tools, and government programs that come with living with, or caring for someone with, a disability.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChSNC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
This communication is strictly intended for individuals residing in the states of WI, MN, IA, CO, & TN. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Cetera Advisor Networks, LLC (CAN), Member FINRA/SIPC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Quantum Group Planners, 1855 E. Main St, Onalaska, WI 54650. Quantum Group does not provide tax or legal advice. Please consult a legal or tax professional regarding your individual situation. Tax and/or legal services provided by third party CPAs, attorneys, or other professionals are separate and unrelated to Quantum and CAN.