Our Staff

He has worked in the financial services industry since 1975 and is experienced in most major areas of insurance and finance.  Chuck's concentration is in Risk Management Consulting and Wealth Accumulation Strategies for business clients.  Additionally, Chuck provides advice for corporate retirement plans and individual financial plans.  While Chuck's financial experience, knowledge and training is broad, his focus has remained the same throughout his career.  He focuses on protecting the financial well-being of his clients through risk-transfer and building wealth by utilizing techniques of managed portfolio design.

EXPERIENCE COUNTS

Because of his diverse background in all major aspects of insurance and wealth accumulation, Chuck brings unique expertise to the commercial business clients.  He is licensed in property, casualty, health and life insurance in Wisconsin and surrounding states.  He is a  FINRA Series 7 Registered Representative, a FINRA Series 24 Registered Principal, and a CERTIFIED FINANCIAL PLANNER (TM)  practitioner.  Chuck also holds a Long Term Care Professional (LTCP) designation.  Chuck is securities licensed in AZ, CA, FL, IL, KY, MI, MN, MO, VA, & WI.  WI insurance license #184564.

He applies his broad financial education, knowledge and training to help clients:

• Develop Retirement, Profit Sharing, and 401(k) plans
• Assess and manage risks associated with their business insurance needs
• Develop personalized investment portfolios for individuals and qualified plans
• Review and update financial plans as needs change and grow

IN CHUCK'S WORDS

"Working with the businesses in this community is an incredibly rewarding experience.   There are so many talented business men and women in northeastern Wisconsin that I have had the pleasure of working with for more than 30 years.

Chad specializes in:

• Handling financial planning, investment strategies, life insurance and risk management for families and businesses
• Assisting businesses in strategic planning for executive retirement, business continuation and succession planning
• Counseling for debt management and basic financial principles.
• Organizational and technological consulting for businesses for bottom line improvement

EXPERIENCE COUNTS

Chad has been in the Financial Services industry since 1999.  Since 1995 he has also worked with multiple local businesses as an organizational and technological guide and has an innate talent for understanding their needs and helping them achieve their goals.  In 2001 he was named by the Appleton Post-Crescent as one of the decade's "30 under 30" rising business leaders in the Fox River Valley. He is a recipient of the Boy Scouts of America Bronze Big Horn Award, Leadership Award and Medal of Merit.  He's been quoted in news stories on CNN.com; MSN-Money, Currency.com; Insuranceweb.com; TheStreet.com; Agent Sales Journal; as well as WBAY-TV and nationwide NBC affiliates.

He is a frequently sought-after speaker for groups, organizations, and businesses.   Chad owns a separate company, Financial Boot Camp, LLC, that contracts to provide financial education to members of the military nationwide, continuing education for insurance agents in Wisconsin, and classes and speaking engagements for industry, including Employee Assistance Programs.  He is an FINRA Series 7 Registered Representative, Series 66 Registered Investment Advisor Representative and obtained his CERTIFIED FINANCIAL PLANNER (TM) (CFP®) designation in February of 2007.  He also holds property, casualty, life and health insurance licenses in Wisconsin & Michigan (L/H).  Chad is securities licensed in CA, WI.  Wisconsin Insurance license #2413183.  Michigan Life/Health license #0476940. National Producer #7262550.  Chad is also a Notary Public.

IN CHAD'S WORDS

"As a Financial Advisor for CFPI, I get to do what I enjoy and know that I am working to truly help people and put difficult concepts into words people can understand.  As part of my family, along with my wife Ann and my two daughters, Peighton & Sydney - I understand how truly critical financial planning is to a family's lifestyle and future.

In my spare time, I'm an avid reader, Ipad addict, U2 devotee and a loyal Green Bay Packer fan.  I volunteer with the Boy Scouts of America as a merit badge counselor and a Service Team Committee Member for their Exploring program.  In addition, I love teaching and giving presentations on basic financial principles. My family & I enjoy events at the PAC and also spending time at our property in Langlade County.  We are actively involved in winter sports, the more snow the better!"