Resumes
Resumes

President
View pageLocation:
2024 Windsor Ct, Plover, WI 54467
Industry:
Financial Services
Work:
Legacy Investment Strategies
President
President
Education:
University of Wisconsin - Stevens Point 1967 - 1970
Bachelors, Bachelor of Science, Philosophy
Bachelors, Bachelor of Science, Philosophy
Skills:
Retirement Investment Planning
Health and Disability
Investments
Wealth Management
Retirement Planning
Estate Planning
Investment Advisory
Asset Allocation
Investment Strategies
Wealth
Retirement
Iras
Wealth Management Services
Financial Advisory
Financial Planners
Series 7
Fixed Annuities
Health and Disability
Investments
Wealth Management
Retirement Planning
Estate Planning
Investment Advisory
Asset Allocation
Investment Strategies
Wealth
Retirement
Iras
Wealth Management Services
Financial Advisory
Financial Planners
Series 7
Fixed Annuities
Certifications:
Certified Wealth Strategist (Cws)