John Grande has had an esteemed career of practical regional, and national experience in Wealth Management with U.S. BANK as well as a government appointment as the Administrator of Banking for the Wisconsin Department of Financial Services. Mr. Grande’s roles have led him to a bevy of valuable opportunities and insights, often shedding a light on the variety of intersections for an aspiring professional in the field of Financial Services.
Mr. Grande’s Masters in Financial Services creates a strong partnership between the value of education and the benefits of client-focused experience. Grande’s formal studies focused on expertise in: Advanced Estate, Personal Tax & Retirement Planning, Charitable Giving Strategies, and Risk Management.
John also holds the Accredited Estate Planner (AEP)®, Chartered Financial Consultant (ChFC)® and Chartered Life Underwriter (CLU)® designations.