Our Associates

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Big Bend Office

Greg Dietz
Financial Representative
NEF/Big Bend
Big Bend, WI

Brookfield Office

Carl Barnard
Financial Representative

Eric  Baruch
Managing Partner

Christopher  Bernard
Financial Representative

Greg Brigowatz
Managing Associate

Howard Cook
Financial Representative

Tim Corkum
Financial Representative

Roger Crank
Financial Representative

Jeffrey Day
Financial Representative

Ken Flannery
Financial Representative

Gordon Frater
Financial Representative

Wayne Grandy
Financial Representative

Eugene  Groysman
Financial Representative

Jon Habighorst
Financial Representative

Richard  Hagan
Financial Representative

Steve  Hayes
Financial Representative

Ashley Henderson
Financial Representative

Brad Henley
Financial Representative

James Hyndman
Financial Representative

Vlad Ivankovic
Financial Representative

Stanislav  Krakovyak
Financial Representative

Jane Lickel
Agency Recruiting Director

William  Matt
Financial Representative

Rob Melin
Financial Representative

Joe Meyer
Agency Operations Manager

Trevor  Morgan
Agency Training and Development Director

Van Mueller
Financial Representative

David Nott
Controls Director

Gerald  Powers
Financial Representative

Paul Pretti
Financial Representative

Larry Rittberg
Financial Representative

William Schnepp
Financial Representative

Jim Schwartz
Financial Representative

Carrie  Serocki
Agency Marketing Director

Thomas Sweet
Investment Specialist

Wade  Ullsperger
Financial Representative

Linda Weber
Financial Representative

Jerry West
Financial Representative

Phil Wittliff
Financial Representative

Tom Wozniak
Financial Representative

Sean-Rae Zalewski
Financial Representative

Kimberly Office

Thomas Julian
Financial Services Representative
Sr. Financial Planner
Julian Strategic Alliance Group
Kimberly, WI

Matt Kletti
Financial Representative
Julian Strategic Alliance Group
Kimberly, WI

Madison Office

James Kolf
Financial Representative
NEF/Madison2
Madison, WI

Nick  White
Financial Representative
NEF/Madison2
Madison, WI

Dale Wroblewski
Financial Representative
NEF/Madison2
Madison, WI

Middleton Office

Paul Heitzkey
Financial Representative

Lars Petersen
Financial Representative
NEF/Madison
Middleton, WI

Phil Sprecher
Financial Representative
NEF/Madison
Middleton, WI

Aaron Tachon
Financial Representative
NEF/Madison
Middleton, WI

Waupun Office

Joel Sterk
Financial Representative
NEF/Waupun
Waupun, WI

Jon Venhuizen
Financial Representative
NEF/Waupun
Waupun, WI

Wausau Office

Diane Echols
Financial Representative
NEF/Wausau
Wausau, WI

Jacob O' Keefe
Financial Representative
NEF/Wausau
Wausau, WI

William Spear
Financial Representative
NEF/Wausau
Wausau, WI

Wild Rose Office

Kirk Zirbel
Financial Representative
NEF/Wild Rose
Wild Rose, WI