Equity Design Group

My goal is to provide families, business owners and their employees with assistance in building their financial freedom.  I am committed to designing and implementing financial strategies that focus on my clients' needs and goals.  I strive to attain these goals by providing comprehensive planning for families and business owners by focusing on tax saving strategies, retirement needs, investments, insurance and legacy planning.  My personal goal is to become a lifetime resource for each and every client.

I am an advocate for my clients and my profession.  As an advocate for my clients, I continuously keep my saw sharp by educating myself and earning professional designations so I can provide the best advice for my clients.  As an advocate for my profession, I am the ethics chairperson of the Financial Planning Association, Northeast Wisconsin Chapter and a member of the Estate Planning Council of Northeast Wisconsin.

Designations and Licenses

  • Registered Representative of SagePoint Financial
  • CFP® - CERTIFIED FINANCIAL PLANNER™ certificant
  • CLU® - Chartered Life Underwriter, designation
  • CASL™ - Chartered Advisor for Senior Living, designation
  • Leaders Conference qualifier
  • Over twelve years of experience working in the financial service industry
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →