Risk management is one of the keys of successful investing. Harry helps individuals identify what is important to them, and then creates an appropriate investment management strategy to suit the client’s unique vision and objective. Harry is devoted to studying investment risk and identifying and evaluating risk management techniques and strategies. He believes that no person’s situation is the same, and one size does not fit all. Harry puts his clients’ interests first, acts with absolute integrity and honesty, and strives for excellence in every facet of his practice. His success is not measured by performance alone, but rather by his clients’ success in achieving their financial goals.

Harry’s office is located in Dodgeville and he and his family live in rural Barneveld. He and his wife, Alyssa, are proud parents of four sons, Harrison, Hank, Harvey, and Huxley.

Robin is responsible for verifying that client accounts are opened, funded, and maintained properly. She also processes checks and transfers, and does a variety of other administrative duties.

Danielle most recently was working for the State of Wisconsin after years of being a small business owner working from home and raising her family. She has three children, Aiden, Sadie and Laney. Danielle loves spending much of her time following them around to all their activities. Currently, Danielle is involved in a diverse range of duties at our office like relationship management with current and potential clients, investigating different investment options to best suit client goals, and other administrative tasks and projects. She is also studying to become a fully licensed financial advisor. In her spare time, Danielle enjoys reading, hiking, and traveling.

She is responsible for our scheduling, client communication, social media, events and other special projects. Amber and her husband, Greg, have four children – Isaac, Elliott, Samuel and Stella. She enjoys watching them participate in sports and other activities. They are her biggest blessings. Amber enjoys reading, cooking and traveling.