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  Our Philosophy

Rich vs Wealthy

We help our clients look at wealth and assets in a different way – one that helps put things in perspective and clarify priorities. In a world where many try to have it all and do it all, it helps to focus first on what is most important.

What’s the difference? Rich is having abundant financial assets: money, real estate, investments and material possessions. But do you have other assets that you value more than these financial assets? For most people, the answer is yes.


Core Assets

  • Family

  • Health

  • Values                 

  • Well Being

  • Values                 

Experience Assets

  • Wisdom of each family member

  • Life events

Contribution Assets

Contributions made to others

Experiences that have shaped you:

  • Education

  • Reputation                 

Meet Our Advisors

Meet Our Advisors

Our Mission

Our greatest differentiator is our ability to get you thinking about your retirement beyond the numbers alone. Many people have an investment person, few have a retirement advisor. We work to help you identify your True Wealth Mindset, mapping personal and financial goals to align. From the first encounter and with each contact, you can look forward to a highly personalized experience with a team of specialists who view your retirement as our reward.

Using tax planning, retirement income forecasting, distribution planning and estate planning, our team strives to help you derive income from your assets, efficiently manage wealth while minimizing tax liability, and passing it onto your heirs or entities in accordance with your wishes.

Why Work with a CFP?

Our Home

Because we are committed to a life of continuous learning, it is fitting that our office is located in an old 1930s-era schoolhouse. We invest heavily in our team and development so the information you receive is current and proactive.  

12740 N. River Road

Mequon, WI 53092

Aerial View of a Suburb

Our Community

What makes a community special? It's the shared experiences and emotional connections that touch and enrich the lives of all who live in them.

Established in Mequon, Wisconsin, and proud to be part of the area’s rich history, heritage and resources our team expertly supports a nationwide client base.

If you are visiting us locally, make the most of your trip and visit some of our teams favorite spots and attractions. 

Giving Back

A list of companies we give back to:

Global Giving
Prevent Blindness Wisconsin
Rawhide Youth Services
Habitat for Humanity
Theinsville Education Foundation
United Way
Make a Wish
Junior Achievement USA
Life Navigators
MS Focus Foundation
Giving Back
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Raymond James Logo

Raymond James is a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.


By the Numbers*

  • Founded in 1962; public since 1983

  • Approximately $1.18 trillion in client assets

  • RJF shareholders’ equity of $8.2 billion

  • More than two times required regulatory capital

  • 135 quarters of consecutive profitability*

  • Approximately 8,400 financial advisors

  • Equity research coverage of more than 1,100 companies 



It’s been our privilege over these past 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

About Raymond James
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