Paul Amos CLU, ChFC, MSFS, REBC
Paul has been advising clients for over thirty-five years. He holds professional credentials not only in financial and estate planning and employee benefits but also in charitable planning and has a Master's Degree in Financial Services. He believes that every corporation, individual, family and situation is unique and requires customized, creative, and highly personalized solutions.
Philip Amos CLU, ChFC
Philip Amos is a graduate of Wheaton College with a degree in Business Economics. He spent three years at Robert W. Baird in Milwaukee as a national compliance officer before joining the business in Sheffield in 2002. During his tenure, Philip has demonstrated a talent for navigating through the almost numberless investment products, evaluating and finally applying them to consummate financial solutions for our clients.
