John Dobson joined the firm as an Advisor 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