My Clients
Who enjoys working with me?
They say in marketing that it’s best to develop a “target market”. I particularly enjoy working with Badger Alumni (or fans), professional women, small business owners, young families of all descriptions, and those lucky few who are near retirement; but the true reward of my profession is to meet people of diverse backgrounds. So my “target” market would appear to be anybody who wishes to take their financial health seriously.
Some of my clients are taking their first steps on their financial journey. Others have many of the pieces in place already. Some of my clients have asked me to be fully involved in their financial lives. Others have preferred to let me help with a small segment and leave the rest to other trusted advisors. Some have very complex needs; others very simple needs.
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