Will has over 25 years of experience in the areas of financial planning and asset management

Will is the President of Access and is responsible for compliance, strategic planning, and global asset management decisions for Access, as well as serving clients of the firm.

Prior to forming Access, Will spent 11 years with North Star Resource Group, one of the largest privately held financial planning firms in the country.  Before returning to Wisconsin in 1995 he managed the Phoenix Arizona office for the firm.  Will also spent 2 years with a New York Stock Exchange firm, The Chicago Corporation, in Chicago Illinois, establishing its financial planning department.

Will earned his Certified Financial Planner designation in 1986, and maintains his designations as a Chartered Financial Consultant and Chartered Life Underwriter.  He also holds a Series 65 Uniform Securities License and is an Investment Advisor Representative.

Will graduated from the University of Wisconsin – Madison in 1982 with a Bachelor’s degree in Business Administration.

Will currently serves on the Board of Directors of Holy Family Memorial Medical Center.  He also serves on the Board of Directors of the Economic Development Corporation of Manitowoc County.  Will is a past President of the Board of Directors of Big Brothers Big Sisters of Manitowoc County.

Marge has been with Access since 1995, and was with it’s predecessor firm since 1993.  In her capacity as Client Support Specialist she handles issues related to establishing and maintaining client relationships.

Marge has extensive experience in administering insurance and securities related contracting issues.  She is responsible for all logistical aspects related to custodial accounts including initial setup, maintenance and troubleshooting.

Marge has an Associates Degree in Marketing from Lakeshore Technical College

Marge is a former board member of The Autism Society of the Lakeshore.

Marge’s responsibilities require a high degree of client contact which highlights her significant strengths in both interpersonal communication and problem solving.