Three Pillars Wealth Management

Three Pillars Wealth Management Certified Family Business Specialist I provide full service, fee based, comprehensive financial planning services to business and individuals.

I bring broad knowledge and experience to my profession as a financial planner. I hold the designation of Certified Family Business Specialist. This designation is a graduate level program which is concentrated on needs of closely held or family owned enterprises and individuals. The curriculum helps a me better understand the unique challenges families face now and in the future. I dedicate myself to helping client create Clarity, Simplicity and Focus in all aspects of their Lives.

A competitive retirement plan can set your company apart and help attract and retain top talent. If you currently offer ...
06/27/2025

A competitive retirement plan can set your company apart and help attract and retain top talent. If you currently offer a traditional 401(k), adding a Roth option could provide employees more flexibility in their retirement planning. Swipe through for more on how they compare.

Let us help you build a retirement plan that attracts top talent and supports long-term financial success. Contact our team today.

Not all insurance policies offer the same level of protection. While both life insurance and accidental death & dismembe...
06/24/2025

Not all insurance policies offer the same level of protection. While both life insurance and accidental death & dismemberment (AD&D) insurance provide financial support, they serve different purposes. Swipe through for a quick breakdown.

The right policy depends on your unique needs and priorities. If you’re unsure which option is best for you, our team is here to help — contact us today!

You may have seen that the U.S. economy contracted in the first quarter of 2025 — the first decline in nearly three year...
05/08/2025

You may have seen that the U.S. economy contracted in the first quarter of 2025 — the first decline in nearly three years. While the headlines can feel unsettling, we're here to offer helpful context. Swipe for key considerations for Americans.

If you'd like to talk about how to navigate the rest of the year, reach out. Our team is here to help however we can.

This May, we’re proud to celebrate National Small Business Month and recognize the immense impact small businesses have ...
05/06/2025

This May, we’re proud to celebrate National Small Business Month and recognize the immense impact small businesses have on our economy and communities. Swipe through for more information.

If you're a small business owner looking for financial guidance, we’re here to support you. Contact our team today!

We’re thrilled to share a special moment from a recent EO Wisconsin event where our newest team member, Jason, had the o...
05/02/2025

We’re thrilled to share a special moment from a recent EO Wisconsin event where our newest team member, Jason, had the opportunity to meet Craig Culver, the founder of the iconic Culver’s restaurant chain. Craig shared his inspiring journey of building a brand that has become a Midwestern staple and a national favorite.

At Three Pillars, we’re passionate about learning from leaders who have built lasting legacies. Jason is already diving into the community and connecting with the entrepreneurs who shape our region.

- Thank you to EO Wisconsin & Craig Culver for this amazing opportunity & inspiration!

As the end of the school year approaches, many parents find themselves reflecting on their child’s future. A 529 plan is...
04/28/2025

As the end of the school year approaches, many parents find themselves reflecting on their child’s future. A 529 plan is one of the most effective ways to save for a child’s education. Swipe through to learn more.

Don’t wait to secure your child’s educational future — reach out today to learn more!

A tax refund is an opportunity to strengthen your financial foundation. While it might be tempting to splurge, making st...
04/23/2025

A tax refund is an opportunity to strengthen your financial foundation. While it might be tempting to splurge, making strategic choices can maximize its long-term impact. Swipe through for practical ways to make your tax refund work for you.

Ready to build on your financial success? Contact our team to explore strategies that align with your goals.

As Easter ushers in a time of renewal, gratitude, and togetherness, we want to take a moment to express our appreciation...
04/20/2025

As Easter ushers in a time of renewal, gratitude, and togetherness, we want to take a moment to express our appreciation for your support. It truly means the world to us!

However you celebrate, we hope your Easter is filled with joy, peace, and special moments with those you love most.

April is Financial Literacy Month! To celebrate, let’s explore some lending terms that play a significant role in financ...
04/17/2025

April is Financial Literacy Month! To celebrate, let’s explore some lending terms that play a significant role in financial decisions. Swipe through to learn more.

Have questions about how these concepts fit into your financial goals? Our team is ready to assist — reach out anytime!

We were proud to be the t-shirt sponsor of the John Blackwell Basketball Camp, hosted by Limitless Performance and featu...
04/16/2025

We were proud to be the t-shirt sponsor of the John Blackwell Basketball Camp, hosted by Limitless Performance and featuring some of your favorite Wisconsin Badgers players! We love what Limitless is doing to inspire and develop young athletes, and we were honored to support their mission.

Giving back to the community is a core value of ours, and it was wonderful to see so many kids learning, growing, and having fun. Huge thanks to Jack & The Limitless Team for letting us be a part of this amazing opportunity, and those camp shirts looked sharp!

Money Smart Week is here, and it’s the perfect time to reassess your financial goals and adopt habits that will set you ...
04/15/2025

Money Smart Week is here, and it’s the perfect time to reassess your financial goals and adopt habits that will set you up for long-term success. Swipe through for three simple yet impactful money moves to strengthen your financial foundation.

Ready to take the next step? Contact our team today — we’re here to help!

As we step into the second quarter of 2025, it’s the ideal moment to look back at the last few months. Swipe for an over...
04/14/2025

As we step into the second quarter of 2025, it’s the ideal moment to look back at the last few months. Swipe for an overview of some key highlights from the first quarter of the new year.

As always, feel free to reach out with any investment-related questions or needs. We’re always here as a resource for you.

Address

One Parker Place, Ste 600
Janesville, WI
53545

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16083527125

Website

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