My expertise
Our business is built on a foundation of thoughtful client relationships. I design financial plans, manage investment portfolios for clients, and conduct investment research as part of our investment committee. I enjoys working with clients to define goals, to develop & implement a plan to reach them and to monitor their progress along the way.
Key areas I work with: Retirement Planning, Financial Plan, Estate Planning, etct etc.
I work with...
We create strategies that are tailored to your needs and goals Watch this video on ROth COnversions
My expertise
Years of experience have prepared us to guide you through your life transitions.
My teammates
Eric Raether, CFP®
Founder & Wealth Advisor
Andrew Belfield
Director of Client Services
Brian Kopp, CFP®
Wealth Advisor
Melodie Ace, ChFC ® CASL ®
Director of Operations
Gilda's Club
Gilda’s Club Madison is dedicated to ensuring that all people impacted by cancer are empowered by knowledge, strengthened by action, and sustained by community.
So that no one faces cancer alone.
JDRF
Improving lives today and tomorrow by accelerating life-changing breakthroughs to cure, prevent and treat T1D and its complications
Forward Madison FC
Forward Madison FC is a club that was built for, by and of the people of Wisconsin’s capital city. It was launched as Madison’s first professional soccer team by Big Top Soccer on May 17, 2018.
Madison Capitols
The Capitols mission is to develop players on and off the ice, and help them earn college scholarships where they can continue to improve their hockey skills while gaining a great education.
My Hobbies
Years of experience have prepared us to guide you through your life transitions.
Community Involvement
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.