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.
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 a wholly-owned subsidiary of Guardian. Financial Design Group, Inc. is not an affiliate or subsidiary of PAS or Guardian.
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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. Special Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a 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’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 of Park Avenue Securities LLC (PAS). OSJ: 1166 QUAIL CT., SUITE 100, PEWAUKEE WI, 53072, 262-7469270. Securities products offered through PAS, member FINRA, SIPC. FINANCIAL DESIGN GROUP INC is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. THIRD COAST ADVISORS, INC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0C77065.
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Dave is a three-tour combat veteran and retired Army Colonel who graduated from the United States Military academy at West Point, NY.
With over 26 years of investment and financial services experience, Dave is committed to providing the highest level of service to clients. His personalized strategy helps clients accumulate assets during their working years in a way that allows for flexible and tax efficient retirement income solutions. Dave believes financial advice should adapt to the changing needs of the families he serves. He is supported by a team of administrative and product specialists whose professionalism help him build long-term relationships.
Dave resides in Wausau with his wife Tammy and enjoys hunting, fishing, and officiating youth sports in his free time.
Not licensed in all 50 states. Please contact David 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 a 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
Originally from Colby, Wisconsin she attended the University of Wisconsin – Madison and graduated in 2015 with a bachelor’s degree in Personal Finance. She continued her education and earned the Certified Financial Planner™ designation. As a CFP®, Theresa has met rigorous education and experience requirements in addition to passing the CFP® certification exam which covers the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. She is also held to the highest ethical and professional standards in the industry.
With today’s financial conditions, Theresa’s approach is holistic and looks at an individual’s entire financial picture.
She resides in Greenwood with her husband Greg. Together they have two beef farms and raise 80 Angus cows. In her free time, Theresa enjoys gardening and staying active.
Not licensed in all 50 states. Please contact Theresa 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 a 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.