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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. 

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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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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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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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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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