Meet Our Representatives
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The leader of our Investments Team, George joined Citizens Investment Services in 2008 and has 35 years of financial industry experience. He strives to form lasting relationships with his clients, and especially enjoys helping them as they progress through different stages of their lives. George is a graduate of the University of Wisconsin – Milwaukee and has been recognized by Milwaukee Magazine as a Five Star Wealth Manager for the last six years in a row.
Wes joined Citizens Investment Services in 2016 and has seven years of financial industry experience. He believes in walking his clients through the steps of goal-based planning – especially those who have never invested before and might be intimidated by the process. Wes is a graduate of the University of Wisconsin – Oshkosh with degrees in finance and economics.
Investments Compliance Specialist