07/26/2023
Our team made it in Forbes Magazine!!!
We made the "Top Financial Security Professionals In-State for 2023"
We placed 11th in the state of Wisconsin.
Just an intro: I am the investments specialist on the team and manage all of our investments. We went from about $1 million in AUM when I started to over $50 million in just under 4 years. Not to mention double digit growth year over year in protecting families all across the country.
As always if I can be of any service. Please feel free to reach out!
https://www.forbes.com/lists/best-in-state-financial-security-professionals/?sh=7b047977f33e