Al is a veteran of our industry, providing financial services to clients since 1979, with a history of helping clients toward achieving their current and future financial goals. Al attributes his success to listening to his clients. He believes in open communication and using the most professional and creative avenues to meet and exceed his clients’ financial objectives.
Following his graduation from the University of Wisconsin-Eau Claire, Al went on to complete his CPA exam through the University of Illinois and then earned several advanced designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certification in Long Term Care (CLTC).
Al started Wealth Distribution Strategies in 2007 in Verona and is working with Jeff Lamb as a part of his transition plan over the next several years.
Al is married to Roxanne and has two sons, Clay, who is married to Jenny and Troy, who is married to Heather. He makes his home in Verona. When he’s not working he enjoys golf, bowling, and fantasy football, as well as spending as much time as possible with his granddaughter, Charlie.