Early Retirement or Financial Independence
A good financial plan gives you confidence to make decisions based on your goals, not your circumstances.
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My Approach
I believe the best financial advice comes from a collaborative approach. When you work with me, you also have the support of the entire Alacrity Wealth Advisors team, providing personalized guidance and service every step of the way.
Major Milestones I Specialize In
End of Life and Legacy Planning
A strong legacy plan helps protect your family from uncertainty during an already difficult time.
Retirement Planning
Retirement planning is about turning your savings into a strategy that supports your goals, lifestyle, and future needs.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Alacrity Wealth Advisors, we believe financial planning is about more than managing investments. It's about understanding your goals, helping you make informed decisions, and providing the guidance and support needed to navigate life's opportunities and challenges with confidence. What sets us apart is our team-based approach. With a dedicated group of advisors supported by experienced operations and client service professionals, our clients benefit from a responsive, personalized experience and the collective knowledge of an entire wealth management team. We work collaboratively to help clients stay organized, informed, and on track toward their financial goals. We specialize in wealth preservation strategies, retirement planning strategies, and tax planning strategies, helping individuals and families build, protect, and transfer wealth across generations. Through ongoing advice, personalized recommendations, and regular progress reviews, we strive to create lasting relationships built on trust, communication, and accountability. As a Forbes Best-in-State Wealth Management Team from 2023-2026, we are proud to serve clients from our offices in Stevens Point, Madison, and Minocqua, Wisconsin, while also working with families across the country and beyond. Whether you prefer to meet in person, virtually, or by phone, we make it easy to connect in the way that works best for you. Our goal is simple: to deliver an exceptional client experience while helping you feel more confident, connected, and in control of your financial future.
Disclosures
An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC, Member FINRA and SIPC.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.