Since 1987, David has been helping people set and reach their financial goals. He specializes in retirement and income planning. As an independent Investment Advisor Representative, David works for his clients, not a particular insurance or investment company. With almost the entire universe of options and companies available to him, he picks the companies the way you do, CAREFULLY!
David is a member of the Better Business Bureau, Ethics Bureau, NAFA, and NAIFA. He is an experienced conference speaker and national mentor and trainer. He is actively involved with his church and local community.
David loves being a father, grandpa, and husband. He has been married for 40+ years, and has four adult children, two of which work in the business. In his free time, he enjoys gardening and traveling with his wife in their motor home.
Since 2001, Patrick's focus has been helping those in or near retirement Build, Protect and Preserve their assets. He uses the strategies and techniques developed by Glisczynski & Associates to create custom solutions for his clients. Patrick is an RICP since December 2013, and is one of the original founders of Glisczynski & Associates, was awarded Best Financial Planner of the Year in 2012 by Brookstone Capital Management. and is a memeber of the National Ethics Association
Patrick is an Eagle Scout and has been an active member in his community, working with the Epilepsy Foundation. He is also an Army Achievement Medal Recipient and a sponsor of the Christian Academy Personal Finance Class.
In his free time, Patrick is an avid bow hunter and fisherman. He also enjoys spending time with his wife and two children in their home in Mosinee, WI.
Jason is an Independent Investment Advisor Representative and Fiduciary. He was awarded the distinguished honor of "Advisor of the Year" by Brookstone Capital Management in 2010. Jason was also recognized in 2013, 2014, 2015, and 2016 as being in the top 1% of all advisors with Brookstone Capital Management for total assets under management.
As a retirement income planner Jason's knowledge and understanding of the steps necessary to maximize his clients' Social Security, pension, 401(k), and other benefits makes him an ideal planner to work with. Jason is committed to researching various investment tools and strategies to help clients maximize their retirement income.
He also carries a Certified Annuity Specialist (CAS) designation from the Institute of Business and Finance. The Certified Annuity Specialist designation is designed to reflect superior fixed indexed, traditional fixed-rate, and variable annuities knowledge. Although annuities are not right for everyone, they can be a powerful tool when applied in the proper situation.
Jason utilizes a multitude of investments and strategies with clients including traditional bank CDs, FDIC insured Market Linked CDs, annuities, structured notes, hedged equity strategies, defensive switching strategies, volatility triggered trading, and High Probability Options Strategies. By blending a mixture of stock market tools alongside accounts with guarantees, backed by the federal government or insurance companies, Jason strives to provide his clients peace of mind knowing that their accounts are within their risk tolerance and operating efficiently.
In his off time Jason enjoys spending time with his beloved wife Clair. They enjoy backpacking, biking, golfing, camping, and fishing. Clair and Jason are also members of the Celebrate Plover Foundation finance committee.
Third party ratings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 800-469-2040 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Past performance is not a guarantee of future results. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security. For a complete description of investment risks, fees and services review the Brookstone Capital Management firm brochure (ADV Part 2) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.