Our Associates

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

Big Bend

  • Adam Brechtl

    Financial Services Representative
    Big Bend
    Big Bend, WI 53103

  • Greg Dietz

    Financial Services Representative
    Big Bend
    Big Bend, WI 53103

Brookfield Office

  • Carl Barnard

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Jack Boland

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Greg Brigowatz, CLF

    Managing Partner
    Brookfield
    Brookfield, WI 53005

  • John Ceaglske

    Financial Services Representative
    Financial Planner
    Brookfield
    Brookfield, WI 53005

  • Roger Crank

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Jeffrey Day

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Julie Dietz

    Marketing Coordinator
    Brookfield
    Brookfield, WI 53005

  • Ken Flannery

    Financial Planning Director
    Brookfield
    Brookfield, WI 53005

  • Bianca Gasparri

    Marketing Assistant
    Brookfield
    Brookfield, WI 53005

  • Wayne Grandy

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Richard Hagan

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Steve Hayes

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • William Matt

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Van Mueller

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • David Nott

    Compliance Director
    Brookfield
    Brookfield, WI 53005

  • Eric Ruh

    Managing Sales Director
    Brookfield
    Brookfield, WI 53005

  • Alyssa Schultz

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Carrie Serocki

    Resource Facilitator
    Brookfield
    Brookfield, WI 53005

  • Wade Ullsperger

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Brian Wilmet

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Tom Wozniak

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

  • Sean-Rae Zalewski

    Financial Services Representative
    Brookfield
    Brookfield, WI 53005

Kimberly Office

  • Thomas Julian

    Financial Services Representative
    Sr. Financial Planner
    Julian Strategic Alliance Group
    Kimberly, WI 54136

  • Matt Kletti

    Financial Services Representative
    Julian Strategic Alliance Group
    Kimberly, WI 54136

Madison Office

  • James Kolf

    Financial Services Representative
    Financial Planner
    Madison
    Middleton, WI 53562

Wausau Office