I am dedicated to helping wealth clients reach their financial goals.
As a Client Service Investment Specialist, Bjorn's professional and holistic approach allows him to build collaborative customer-focused relationships while focusing on ways to provide additional value.
- Bachelor's University of WI Madison
- 20 years of experience in financial services
- FINRA Series 6 & 7 Securities licenses
- Pursuing Chartered Financial Consultant (ChFC®) designation
Ask Me About
- Wealth Strategy
- Estate Planning
- Retirement and Financial Planning
- Active in the community and Appleton Alliance Church