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Investment Management Associates

715.839.1006
[email protected]

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

Mission Statement

Our firm's mission is to help our customers to maximize wealth and improve their quality of life. We are dedicated to providing our customers with excellent service that addresses not only today's needs but tomorrow's plans. Our dedication to helping you achieve your financial goals means placing a premium on timeliness, thoroughness and accuracy.