For over 15 years, Jean-Paul (JP) has been working in the financial services industry and more importantly, building relationships with his clients. He appreciates that he has become part of their stories and truly values the relationships he has built over the years. JP’s mission is to bring clarity to his client’s lives by understanding their story, helping them define their financial goals, and implementing strategies to achieve their desired outcome.
JP has earned his Accredited Asset Management Specialist (AAMS) and Certified Family Business Specialist (CFBS) designations from the American College. JP was inducted into the InBusiness 40 under 40 as part of the 2014 class.
When he is not in the office or on the golf course, he can be found with his girls; wife Kimberly, and daughters, Grace and Gloria. They love traveling, playing tennis and golf, and working out together. JP is a member of the 100 Men of Dane County charity organization and previously served on the board of directors for Gio’s Garden. Both being Wisconsin natives, he and Kimberly love calling Madison home.