BJ started in the financial services industry with Prudential in 2009 after graduating from the University of Wisconsin-Oshkosh with degrees in finance and marketing. He worked as a financial advisor until 2012, when he was promoted to a management position at Prudential in Wauwatosa, WI. In this role, BJ built a team of financial advisors.
In 2015, BJ partnered with Ed Newman to form a DBA, StratiFi Strategic Financial Solutions, with the goal of providing the best service and client experience possible, while focusing on retirement planning strategies and investment management. BJ continues to pursue additional education and enjoys assisting clients in a variety of asset management strategies.
StratiFi- Strategic Financial Solutions office is in Sussex, WI, in an office building BJ co-owns. He and his wife, and 3 children live in Germantown, WI. BJ enjoys spending time with his family and friends, music, concerts, boating, and cheering on the Packers.
Contact BJ with questions regarding your financial health and future goals, as he would be honored to be a resource for you and your family or business.