Both my team, the Gusho Wallace Group, and myself adhere to a disciplined process delivering a consistent and customized Goals-Based Wealth Management experience. Before any financial decisions are made, we consider your whole life, taking time to uncover and understand your financial goals and to learn about your values, history, and attitudes towards investing. With this intimate knowledge about what you value most, my team and I are able to help you establish objectives and develop an appropriate strategy that addresses your risk tolerance, time horizon, liquidity needs and overall investment objectives while also taking into consideration costs. I would then recommend strategies that draw from your life priorities, utilizing Goals-Based solutions to connect all the pieces of your financial life. I regularly conduct reviews with you to help track your progress toward reaching the goals you've set and keep your strategies consistent with any life/business changes that may take place. I have been a financial advisor for 30 years, joining Merrill in 1986. I graduated from the University of Utah with a BA in Economics and have earned the Chartered Retirement Planning Counselor designation awarded by the College for Financial Planning. I reside in Mequon, Wisconsin with my wife and four children and am an active member of the community. *CRPC and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning. 