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Personalized Financial Planning and Wealth Management

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Company Philosophy

Visualize Your Future

At Green Mountain Wealth Strategies we work to get you what you want today,  while preparing for tomorrow. Our job is not just to pad your life for retirement. We understand that your bucket list can't wait until age 65. We specialize in striking a balance between short term and long term goals, so you can live your life now and retire with financial confidence.  Our realistic, open approach allows us to work together to visualize your future, and help you live the life you want.

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Why Us?

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We are a family business focused on providing a balanced approach to assist you with every step along the way. 


We are based in Oregon, Wisconsin and offer services throughout Wisconsin, northern Illinois, northern Iowa and select other states. 

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck