Madison West

Chris has built a successful business by listening to his clients’ concerns and clearly communicating customized solutions to meet their needs and objectives. He believes in servicing his clients in a comprehensive and timely fashion, characterized by high quality service and a sincere concern for their financial health.

Chris received a Bachelors of Business in Accounting, with a minor in Finance from the University of Wisconsin-Milwaukee. He is a CERTIFIED FINANCIAL PLANNER™ professional and has attended Baird's Investment Consultant Program held at the University Of Chicago Booth School Of Business; this program was led by professionals from Baird and other industry firms and involved a five-day course of study, focusing on the needs of clients who are going through major life transitions.

He is active in the community where he is currently a member of the Board of Directors of the Madison South Rotary Club and served as the President in 2011-2012. He is also the Finance Chairman for the Glacier’s Edge Council Friends of Scouting campaign. In his free time he enjoys spending time outdoors, running, biking and competing in triathlons and other charity races in the Madison area. When he is not working, Chris enjoys spending time with his wife Nikki, and their four children, Madison, Anna, Ryan and Michael.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Debbie and her husband Dave live in DeForest.  Their two children, Chrissy & Jon, are grown and married.  In her spare time, she loves spending time with her two grandchildren, volunteering at her church and hitting the open road with Dave on their Can-Am Spyder.