Exploring the basics of personal and household finance for the inquisitive and impatient. You are cordially invited to enjoy my free articles on investing, college planning, retirement planning, insurance, money and debt management, budgeting, and more!
What I love most about working in financial services are the opportunities to help people to improve their lives. As a fee-only, independent advisor, I strive to continuously maintain a wealth of technical knowledge through extensive training and a commitment to ongoing learning. These practices contribute to a thorough understanding of available resources for developing solutions that are designed to achieve financial goals for individuals, families, and businesses.
Education, Licenses, & Certificates:
University of Wisconsin, BBA majoring in finance, cum laude
Investment Advisor Representative (Series 65)
Life and Health Insurance Producer, Illinois & Wisconsin
Mastery of Philanthropic Solutions in Financial Planning FPA & AHA Certificate
Financial Planning Association
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*Investment advisory services offered through duly registered individuals on behalf of ChangePath,LLC a Registered Investment Adviser. ChangePath, LLC and Effert Financial Solutions, Inc. are unaffiliated entities.
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