President & Investment Executive715-598-9760
I was born and raised in Florence, WI where my family's legacy has played a significant role in my life. The life and legacy of my grandfather, Allen C. Wittkopf, left a lasting impression upon me. His planning and generosity helped me complete my college education without incurring any long-term debt. He taught me how important it is to plan for the future by helping me shape my own.
In 1994, I graduated from the University of Wisconsin – Stevens Point, with a Bachelors degree in Business Administration/Finance and a minor in Economics. After college, I began my career with Sentry Insurance Company in Stevens Point. Soon after I returned to Florence, and began working at the State Bank of Florence where my grandfather and father advised three generations.
Upon recognizing a need to provide comprehensive financial planning for our customers of the bank, I began my career as an Investment Advisor Representative in 1998. I currently hold Series 7, 63, 66, and 24 registrations with SagePoint Financial, Inc. as well as life, health, and annuity licenses. As an Investment Advisor Representative of SagePoint Financial, I focus on each clients primary needs and core values in order to create customized investment strategies to help my clients preserve their own legacies. I have positioned myself to specialize in income planning in order to help allow my clients enjoy a more financially independent retirement.
Each person has unique goals and by focusing on the individual, we are able to create customized strategies specifically designed to help our clients reach their goals. With experience in asset management, retirement and estate planning, insurance needs, and income planning, I can help you prepare for the future and create your own legacy.
I have been richly blessed with three wonderful children, Noah, Tucker, and Grace. A few of my hobbies include water skiing, boating, cycling, playing golf and most importantly, participating in the lives of my children. The kids are involved in ice hockey, soccer, football, baseball, piano, and guitar.