Mr. Amling has extensive experience as a Personal Wealth Advisor by putting clients first. His career began when the owner of a boutique wealth management firm took him under his wing and showed him the ropes. Through the years and with increasing responsibility Mr. Amling was able to gain insight from his mentor's 40 years of experience in the business. Through this Mr. Amling was able to learn to serve clients by building relationships and delivering returns with reduced risk. Through his experience and formal education Mr. Amling has developed a unique view of the financial and investment world. Having seen it all, from the bull markets to the bear markets and Wall St scandals he holds himself and the firm to a high standard based on character, ethics, and always putting the client first.

Mr. Amling is a graduate of Marquette University in Milwaukee, WI with a Bachelor’s Degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional. He is Series 65 licensed.