Gilbert is a Senior Financial Advisor with 22 years of experience currently serving the Greendale, Greenfield and Milwaukee markets. Utilizing in-depth analyses of client’s unique goals, Gilbert provides practical action steps and recommendations to help create a more financially secure future for individuals and their families.
Prior to joining the BMO Investment Services team, Gilbert studied Biology at Adams State College in Alamosa, Colorado and was a vice president and branch manager in Southwest Wisconsin. Gilbert holds securities licenses 6, 7, 63, and 65, held through LPL Financial along with his life and health insurance licenses.
Gilbert lives in Muskego with his wife and four children. In his spare time Gilbert enjoys sailing, snowboarding, attending plays, concerts and spending time with family.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management