Len transitioned to WealthPlan in 2015, bringing with him significant experience in logistics and consulting. Len designs customized planning strategies and coordinates all aspects of the financial planning process. Len is also our Income Planning Specialist and Director of Strategic Partnerships.
A lifelong resident of Northeastern Wisconsin, Len and his wife, Julie, are actively involved in the lives of their three children. Len also enjoys traveling, boating, fishing, hunting, and skiing.