Carl Valimont is founder and President of Denali Wealth Management in Milwaukee, WI. He has over (25) years of experience in investment management, securities brokerage, and insurance fields. Prior to forming Denali Wealth Management, he served with two other firms in the Milwaukee area including a Financial Consultant role with RBC Wealth Management. He received a BS in Business Administration with a minor in Marketing from the University of Massachusetts-Lowell in 1993. He has passed examinations for the Series 7, 63, 65 Securities Licenses, as well as the Insurance examinations. He was also named a “FIVE STAR: Best in Client Satisfaction Wealth Manager” by Milwaukee Magazine for 2009 and