Our Mission.
To support our clients by understanding and protecting what they value most – their family, their assets, and their financial future – and to strive to be both professional and determined in our advocacy, as well as compassionate in our approach.
Our Values.
We strive to apply our own core values to our practice of supporting clients at a time where they need support most.
Meet the Team.
Our Office.
Glendale, Wisconsin
250 W. Coventry Court, Suite 111
Glendale, WI 53217
Driving Directions From the North:
Take I-43 South to exit 80, Good Hope Road, and go East (left). Make the first right onto Port Washington Road South. Go past the second traffic light and turn left onto Coventry Court, following the sign for the North Shore Library. Do not turn at the light – we are the next left after the light. The building has BVK written on the top.
Make an immediate left into the parking lot and then an immediate right into the main lot. Do not go straight – that is the parking lot for the North Shore Library. Our entrance is the one with the steps up to the doors. Suite 111 is on the first floor at the end of the hall on the right. If you need an entrance without steps, keep driving around the building to the north entrance.
Driving Directions From the South, East or West:
Take I-94 to I-43 North. On I-43, take exit 79, Silver Spring Drive. Keep left at the fork and follow the signs to Port Washington Road North. Turn left at the end of the exit ramp onto Port Washington Rd. Go 1.4 miles to Coventry Court and turn right – you will see the Associated Bank on your left and the BVK building on your right, where our firm is located. If you get to the traffic light, you have gone a block too far.
Make an immediate left into the parking lot and then an immediate right into the main lot. Do not go straight – that is the parking lot for the North Shore Library. Our entrance is the one with the steps up to the doors. If you need an entrance without steps, keep driving around the building to the north entrance. Suite 111 is on the first floor at the end of the hall on the right.