2025 Branch of the Year
Congratulations to the West Bend PWM office on being named Branch of the Year. As a longstanding branch, the team has built a strong, family‑like culture grounded in collaboration, continuity and deep community ties.
Even after being displaced by a fire in late 2025, the team remained connected and client‑focused, demonstrating resilience, leadership and a commitment to one another. West Bend is a powerful example of how culture and connection drive lasting impact.
In honor of this award, we will be donating $2500 to a local charity.
Temporary Office Location Update
While renovations continue at our Main Street office, we are temporarily operating from the following location:
1700 S Silverbrook Dr
Suite 200
West Bend, WI 53095
We remain fully open and ready to assist you. Thank you for your patience and understanding during this transition. We look forward to welcoming you at our temporary location!
For questions, clients may contact their Financial Advisors by phone at 262‑338‑7780 or by email.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Check out the below links to find out how we can help you.
