Check the background of our investment professionals on FINRA’s BrokerCheck

Financial Design Group, Inc. is made up of highly skilled financial specialists with a deep knowledge of personal and business planning, insurance and investment services. FDG Associates work to understand the goals, financial objectives and dreams or our clients.


Financial Design Group, Inc. Associates are industry leaders with the experience to help ensure your personal or business financial and insurance objectives are strategically and prudently managed.


Allen Wood

Al is an experienced professional who has been in the finance field since 1985. In Al’s practice he works with individuals and business clients to assist them in making the many financial decisions required in today’s world. He takes a comprehensive approach to planning that focuses on using comprehensive strategies in working with clients to develop and define their financial goals and objectives.


Al’s approach to investing is one of developing a plan with the client that is tailored to meet each investor’s specific objectives. Use of items such as asset allocation programs, risk/return profiles, and tax reduction strategies allow Al to go beyond the simple product sales approach used by many financial institutions today. Al is very dedicated to customer service and believes in long-term client relationships. As a result, Al has many long-term clients that he has served over the years for twenty-five years or longer.


Not licensed in all 50 states. Please contact Al to find out which states he is licensed in.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 Quail Court, Suite 100, Pewaukee, WI 53072, (262) 746-9270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Special Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Financial Design Group, Inc. is not an affiliate or subsidiary of PAS or Guardian.


Check the background of our investment professional on FINRA’s BrokerCheck

Andy Rohrer, ChFC®

Andy brings knowledge and experience to individuals seeking to build and maintain maximum wealth and protection using a macro-economic process. This macro-economic approach utilizes economic laws and principles that allow individuals to make more effective and efficient financial decisions. This enables individuals to measure, coordinate and verify each money decision with the purpose of achieving financial independence. While working together, Andy and his clients seek to reduce costs, minimize taxes, recover lost opportunity costs, and receive the multiple benefits available with the effective and efficient movement of money—ultimately building maximum wealth. No matter the age, circumstance or current wealth, everyone can benefit from wealth building and protection planning.


A graduate of Ball State University in Muncie, Andy entered the Financial Services industry in 1986 after having spent eleven years in the Mental Health Profession. He lives in Fitchburg, Wisconsin where he and his wife Patti raised three boys.


Not licensed in all 50 states. Please contact Andy to find which states he is licensed in.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 Quail Court, Suite 100, Pewaukee, WI 53072, (262) 746-9270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Financial Design Group, Inc. is not an affiliate or subsidiary of PAS or Guardian.


Check the background of our investment professional on FINRA’s BrokerCheck

Brian Brown

Brian’s goal is to consult and educate his clients on how to improve their wealth building, accumulation and protection. Brian discusses and reviews his clients’ financial strategies, which include their protection areas, savings, and growth components. Through financial economics, Brian develops plans that maximize his clients’ wealth potential. Brian empowers clients to make informed money decisions through creative financial strategies.


Brian earned his degree from the University of Wisconsin in 1987 with majors in Economics and Finance. He has been in the financial services industry for fifteen years and currently holds an LUTCF designation. Brian also has been continuously educating himself in the financial world through workshops, organizations and independent study.


Brian is originally from Glendale, WI and graduated from Nicolet H.S in 1983. He ventured to Madison, WI at that time and now resides in Madison with his wife Lisa. Brian enjoys many athletic activities and has received several awards.


Not licensed in all 50 states. Please contact Brian to find which states he is licensed in.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 Quail Court, Suite 100, Pewaukee, WI 53072, (262) 746-9270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Financial Design Group, Inc. is not an affiliate or subsidiary of PAS or Guardian.


Check the background of our investment professional on FINRA’s BrokerCheck

Daniel E. Moericke

At Financial Design Group, we take a holistic view of a client’s financial life. We look at six major areas: protection, cash flow, retirement, investments, business, and estate strategies. The Living Balance Sheet® is a great tool that ensures all of these areas are integrated and coordinated.


Prior to joining FDG in 2000, Dan spent more than 20 years with a commercial lines insurance company in various financial roles. He earned his Bachelor’s degree in Accounting from the University of Wisconsin-Milwaukee.


Dan and his wife Kay have two adult children, Laura and Steven. Dan’s family enjoys the outdoors and they treasure the time they are able to spend at their cabin near Eagle River. Dan enjoys hunting, fishing, and playing golf in his free time. He is also an active member of the Kiwanis Club in Wausau.


Not licensed in all 50 states. Please contact Dan to find which states he is licensed in.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 Quail Court, Suite 100, Pewaukee, WI 53072, (262) 746-9270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Financial Design Group, Inc. is not an affiliate or subsidiary of PAS or Guardian.


Check the background of our investment professional on FINRA’s BrokerCheck

The information on this site is intended for the residents of Wisconsin. The financial representatives of Financial Design Group are not licensed to sell insurance in all 50 states. To find out if a financial representative is licensed in your state, please contact Andrew Rohrer at 608-828-9800 or Toll-Free 800-892-9493.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1166 Quail Court, Suite 100, Pewaukee, WI 53072, (262) 746-9270.


PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Design Group, Inc is not an affiliate or subsidiary of PAS or Guardian.


2018-71607 Exp. 7/21


Important Disclosures