Jean-Paul Aime, Financial Advisor
For over 15 years, Jean-Paul (JP) has been working in the financial services industry and more importantly, building relationships with his clients. He appreciates that he has become part of their stories and truly values the relationships he has built over the years. JP’s mission is to bring clarity to his client’s lives by understanding their story, helping them define their financial goals, and implementing strategies to achieve their desired outcome.
JP has earned his Accredited Asset Management Specialist (AAMS) and Certified Family Business Specialist (CFBS) designations from the American College. JP was inducted into the InBusiness 40 under 40 as part of the 2014 class.
When he is not in the office or on the golf course, he can be found with his girls; wife Kimberly, and daughters, Grace and Gloria. They love traveling, playing tennis and golf, and working out together. JP is a member of the 100 Men of Dane County charity organization and previously served on the board of directors for Gio’s Garden. Both being Wisconsin natives, he and Kimberly love calling Madison home.
Phone: (608) 828-4342 | Cell: (608) 628-5512 | Email: email@example.com
Andrew Klein, Financial Advisor
Andrew feels that one of the most rewarding aspects of working with a client, is helping them to put a plan in place and then watching as they commit to executing that plan. He says, “My personal philosophy can be summed up in a quote from Lewis Carroll which is ‘If you don’t know where you are going, any path will get you there’.” Andrew’s business is built on the strong foundation of building long-term relationships with clients while helping them reach their financial goals and objectives.
Andrew found himself in the financial services industry when he was looking for an opportunity to own and run a small business, just like many of his clients. “This is the perfect place for me to be an entrepreneur while also serving others,” said Andrew.
After graduating from the University of Wisconsin-La Crosse in 2002, Andrew moved to Madison, Wisconsin where he met his wife Pamela. In their free time, they enjoy playing golf, exercising, fishing and spending time at their lake house and attending sports events.
Phone: (608) 828-4344 | (608) 469-9307 | Email: firstname.lastname@example.org
Brian R. Pond, Financial Advisor
Brian knew in elementary school that he wanted to be in the financial services industry. “When I was in the 5th grade, our teacher gave us $500 of pretend money to invest in the stock market. A friend of mine and I combined our money and bought two stocks—Pepsi Co and ScotPak. We won the contest and as a prize we each received a can of soda. Since then, I always wanted to be in this industry.”
One of Brian’s favorite things about his job is developing relationships with people and turning them not only into clients, but more importantly into friends. He also appreciates being able to educate people about where they are financially and helping them understand the reasons behind making certain financial decisions.
Originally from Rockford, Illinois, Brian now resides in Middleton, Wisconsin. Brian holds degrees in business, accounting and management. Not currently practicing, Brian holds the CPA designation. In his free time, Brian enjoys playing golf, working out and trying new things.
Terry Murawski, Financial Services Professional
Preparing for that next step in life isn’t always easy. Terry’s combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or you’re simply looking for life, disability income or long-term care insurance protection, you can expect a new level of attention, insight and capability.
After 30 years as the Executive Director of the National W Club at the University of Wisconsin, Terry wanted to continue his passion for helping people and found his way to the financial services industry. Focal Point allows him to continue working in this capacity and enables him to guide individuals, families and business owners in some of their most important life decisions.
In his spare time, Terry enjoys exercise, biking, golfing, and taking in live music. Terry and his wife Barbie reside in Madison, Wisconsin, and have five children and five grandchildren.