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Company Philosophy

AERIE's Company Philosophy:

As an independent financial advisor, I am passionate about changing your experience of financial planning and custom wealth services. Since inception, AERIE has been on a mission to change the way you think and feel about your wealth building plan for financial freedom. Transparency and Trust are the way we develop lasting relationships with our clients ~ and you will realize the benefits of that many times over working with me! Doing what's best for the client is what we are all about and builds lasting relationships over a lifetime of wonder and undoubtedly, surprises.

Deciding to start this firm rather than to pursue a promising career with a larger, well known financial firm epitomizes the company’s philosophy – we innately value the close personal ongoing relationships we develop through integrity, honesty, fairness, caring and trust. Our clients are family ~ and we make sure they are protected and help create every opportunity for positive growth ~ we want you to flourish!

AERIE Preferred Financial Group was organized to provide exemplary financial, retirement, insurance, and planning services to small businesses and individuals throughout the United States. We specialize in women's and older adults' needs such as Long Term Care options and insurance, financial options for elder care services, and preserving retirement assets for those nearing, or already retired. We are leaders in providing independent solutions to you, our clients.

Through our participation in technical conferences related to specific industries, state and national associations, our membership in the CFLCW (Collaborative Family Law Council Wisconsin), WMC (Wisconsin Manufacturing and Commerce) and DMI (Downtown Madison Inc)), and our commitment to you, our clients, in assisting with complex business matters, we believe our experience and outstanding service positions us to uniquely respond to your needs.

Educational Seminars Regularly Offered:

Retirement Basics for Everyone
Investment Fundamentals
Social Security and How to Optimize Your Benefit

Estate Planning and Your Finances
How Secure is Your Nest Egg In The New Retirement?
Retirement Essentials for Women
Your Retirement $ Are Not Stuck For Life
Girl$ Just Want To Have Fund$

Conference Teaching:
Smart Money Women Conference 2014, Madison WI

Regular Presentations at UW-Madison, area Assisted Living and Independent Living Communities, Madison Area Libraries, Dane Co area Senior Centers.

Please Contact Us to plan your next Educational Financial Seminar! (608.556.5411)


AERIE Preferred Financial Group BBB Business Review