To create the financial future desired, today’s investor needs two things: an understanding of which investments are most appropriate for each situation and goal, and a relationship with a trusted investment professional who has a clear understanding of the investor’s needs.
Our mission is to get to know and understand our clients and prospects’ unique situation, needs and long-term goals. We help our clients develop, implement and monitor a strategy that’s designed to address their individual situation.
We believe that teaching our clients financial concepts and strategies empowers informed decisions. We'll share our knowledge on financial challenges such as managing debt, saving for retirement, health and extended care costs, as well as minimizing risks that could derail future plans.
Our vision is to be our client’s trusted wealth advisor who assists them through all their major life events with thoughtful, timely and personalized guidance. We will adjust plans amidst disruptive changes in the environment through risk management.
Years of experience have prepared us to guide you through life's transitions. We believe helping people better understand and navigate the world of personal finance is vital in order to make prudent decisions concerning your financial future.
RICP conferred by The American College.
Coulee Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Coulee Bank is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Check the background of your financial professional on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Coulee Bank or Integrated Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Integrated Wealth Management, and may also be employees of Coulee Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coulee Bank or Integrated Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Speedbump Modal Called Incorrectly!