Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. We are dedicated to educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Senior Financial Consultant
Office located at Bank of Wisconsin Dells716 Superior St | Wis. Dells, WI 53965
Nate joined LPL Financial and BWD Wealth Management in 2006, and has over 20 years of experience as an Investment Representative. He came to BWD Wealth Management with a Business Management degree from Viterbo College in LaCrosse, WI. Nate holds a Wisconsin Insurance License (Accident, Life & Health, Variable Life) and Securities Licenses held through LPL Financial (Series 6, 63, 7, 24, 65).
Nate was raised in LaCrosse before moving to his current residence in Waunakee, WI in 2002. Outside of work Nate enjoys spending time with his family, attending both sons’ games and tournaments, trying new places to eat and being active outdoors.
LPL Financial Advisor
Avi was born in Singapore, but grew up in Bulgaria. She came to Wisconsin Dells at the age of 22 and has lived there since. She enjoys spending time with her three children, a 19 year old son and two daughters who are 17 and 11 years old. Her eldest children will both be in college this fall, with her "baby girl" still at home.
In her free time, Avi loves hiking, going to the gym and reading a book by the pool. Friends would say she is very energetic, talkative and always has a positive attitude.
Avi holds a Master's Degree in Information Technology from Bellevue University, NE. She started working in the financial industry in 2018 as a financial advisor. Prior to that, she managed the in-house Marketing Department at Bluegreen.
Client Services Assistant, LPL Financial
Denise joined BWD Wealth Management in April, 2018. She began her career journey in 2000 as a Customer Service Representative (CSR) at a corporate bank. Denise was raised in Green Bay, but is originally from Portage, WI. She and husband, Harold, moved to Wisconsin Dells in April, 2018.
Outside of work, Denise enjoys fishing, reading, bike riding and antiquing. She also enjoys spending time with her two children and six grandchildren whenever possible. Her loved ones would describe Denise as an honest and trustworthy woman of faith who loves her family and loves life.
Business Retirement Plans
Business & Succession
Existing Policy Reviews