Personal
Cullen was born and raised in Suamico, Wisconsin. His passion for financial planning and entrepreneurship started at a young age watching his parents and other family members thrive in their careers assisting others as business owners. His core values are based upon trust, honesty, respect, and having a general joy for life.
Cullen currently resides in Green Bay, WI with his girlfriend Anna, and their three pets (1 dog, 2 cats). He enjoys spending his free time with friends and family and is an avid outdoorsman. When he is not outside hunting or golfing, he is typically enjoying a sporting event or traveling with those he holds closest to him.
Designations
The Retirement Income Certified Professional designation (RICP®) is an advanced designation appropriate for individuals specializing in the retirement income planning field. The RICP® prepares the advisor to help clients obtain a secure retirement. This designation equips advisors with the knowledge to help manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate value by delivering smart strategies for helping create secure, sustainable income for a client's retirement.
Cullen also holds the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services. With specialized training in risk management, income taxation, small business planning, and retirement strategies, Cullen helps clients navigate complex financial goals. Designation do not guarantee results.