Al is a veteran of our industry, providing financial services to clients since 1979, with a history of helping clients achieve 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. 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.
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 is married to Roxanne and has two sons, Troy, who is married to Heather, and Clay, who is married to Jenny. He makes his home in Middleton. When he’s not working, he enjoys golf, bowling, and fantasy football, as well as spending as much time as possible with his granddaughter, Charlee.