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.
LPL Financial Advisor
(608) 254 - 3627
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, CPA, CFP®
(608) 254 - 3687
Office located at Lake Delton Branch31 N Judson St | Lake Delton, WI 53940
Daniel joined LPL Financial and BWD Wealth Management in February, 2019. He began his career as an accountant, spending the last six years as a CPA in both public and private sectors before becoming a LPL Financial Advisor. Daniel attended the University of Wisconsin – Milwaukee, earning his Master’s degree in Professional Accounting and his Bachelor’s degree in Business Administration.
Daniel was born and raised in Portage, WI where he still resides. Active in his community, Daniel coaches the 7th-8th grade Boys Basketball team at St. Mary Catholic School and is the Treasurer of the Portage Elks Lodge #675. He enjoys spending time with his family, golfing, fishing and cheering on his favorite Wisconsin sports teams.
Client Services Assistant, LPL Financial
(608) 254 - 3615
Denise joined BWD Wealth Management in April, 2018. She began her banking 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