John Dobson joined the firm as a Client Associate on the Wealth Management team in January 2017. He brings extensive experience with him from U.S. Bancorp Fund Services, where he worked for several years as a mutual funds specialist. A graduate of Upper Iowa University – Fayette, John majored in Finance and minored in Mathematics. Active in his local community, John is a Waukesha High School Junior Varsity Hockey Coach.

Previous Experience

  • Mutual Fund Specialist at U.S. Bancorp Fund Services

Education & Credentials

  • BS, Upper Iowa University, Finance
  • Series 65 license