Our Team
Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.
Our Leadership
Our professionals
Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located across the state of Wisconsin, we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.
Find A Team Member
- Alex MashakFinancial Advisor
- Alex MatzFinancial Consultant
- Andrea Madson-Pfefferman, CLU, ChFCFinancial Advisor
- Andrew (AJ) FirminhacFinancial Advisor
- Andy Mueller, RICPFinancial Advisor
- Anthony Silva, CFP®Executive Vice PresidentFinancial Advisor
- Austin NelsonFinancial Advisor
- Barney MooreFinancial Advisor
- Ben EliasFinancial Advisor
- Brad KatzerFinancial Advisor
- Brennen TofsonFinancial Advisor
- Brian Thiet, CLU CA Insurance License #0M18496 Senior Vice PresidentFinancial Advisor
- Brian Barber, CPFAFinancial Advisor
- Bruce KuhsFinancial Advisor
- Cade LafondFinancial Advisor
- Chad Huenink, CPFAFinancial Advisor
- Christian WemmertFinancial Advisor
- Christian NeuvilleFinancial Advisor
- Collin GoldschmidtFinancial Advisor
- Colton WhitakerFinancial Advisor
- Connor LuomaFinancial Advisor
- Daniel Taicher, CFPFinancial Advisor
- Daniel WinterFinancial Advisor
- Danielle Pfeifer, CDFA, ChFCCA Insurance License #0M85218Financial Advisor
- Devin YatesFinancial Advisor
- Donald StollFinancial Advisor
- Dylan OvaninFinancial Advisor
- Eric Elias, CPFA CA Insurance License #: 0K16604Financial Advisor
- Gabriel GonzalezFinancial Advisor
- Gary BirrFinancial Advisor
- Gavin Jerg, RICPRegional Vice PresidentCA Insurance License #4524404Financial Advisor
- Gerald Tyson, CFP, ChFCFinancial Advisor
- Gerry LauFinancial Advisor
- Gregory Dorf Financial Advisor
- Haley IkeProject Manager
- Hannah ParkBranch Controls Manager
- Jack StewartParaplanner
- Jaedon AbrahamFinancial Advisor
- Jake MattsonFinancial Advisor
- Jake ReinhartCA Insurance License #0K23308Financial Advisor
- Jake RebholzFinancial Advisor
- James GriggsCA Insurance license #4108745Financial Advisor
- James ThorsenFinancial Advisor
- Janet FranzFinancial Advisor
- Jared LinskensFinancial Advisor
- Jason Dummert, CFP, CLU, NQPCFinancial Advisor
- Javan Wehmeier, RICPFinancial Advisor
- Jerry HuggettFinancial Advisor
- John Plumley, RICPFinancial Advisor
- John Knoll, CFP, ChFC, RICP CA Insurance License # 0M85879Financial Advisor
- John Griggs CA Insurance License #0M50242Financial Advisor
- Jose CastilloFinancial Advisor
- Josie EllisonFinancial Advisor
- Julia SorensenExecutive Assistant to Anthony Silva
- Justin Behm, RICP CA Insurance License # 0J17165Financial Advisor
- Kaden KubiszFinancial Advisor
- Kathleen McAfeeFinancial Advisor
- Kevin BarryFinancial Advisor
- Kevin CosentinoCA Insurance License #OK41211Financial Advisor
- Kurt RoemerFinancial Advisor
- Luis HerediaFinancial Advisor
- Madison WeschlerCA Insurance License #4171762Financial Advisor
- Makennah BowlingFinancial Advisor
- Marguerite MastalirFinancial Advisor
- Matthew Gast, ChFC, RICP CA Insurance License # 0M76182Financial Advisor
- Michael Kilian CA Insurance License #4372029Financial Advisor
- Michael MashakFinancial Advisor
- Michael MadsonFinancial Advisor
- Michelle CasperSenior Branch Controls Manager
- Morgan ScotOffice Coordinator
- Nolan DunnFinancial Advisor
- Paul Baldino, CIMA CA Insurance License # 0I17765Financial Advisor
- Prudence Harker, CFP, ChFC, CLU, RHU CA Insurance License # 0B78518Financial Advisor
- Richard Stockheimer CA Insurance License # 0J15921Financial Advisor
- Richard Cosentino CA Insurance License # 0B14705Financial Advisor
- Rodger PremeauAdvanced Markets Coordinator
- Ryan HaslbeckRegional Vice PresidentFinancial Advisor
- SJ (Stephen J.) Kaster, RICPFinancial Advisor
- Stephen H. Kaster, MSFS, ChFC, CIMA, CLU CA Insurance License #0G95567AR Insurance License #317684 Financial Advisor
- Thomas WedigeFinancial Advisor
- Tim RyanCA Insurance License #4107598Financial Advisor
- Tim Roman, ChFC Financial Advisor
- Todd Anderson CA Insurance License # 0B83324Financial Advisor
- Valorie Gast CA Insurance License #0H20822Financial Advisor
- Vinh HoCA Insurance License # 4419384Financial Advisor
- William StreyFinancial Advisor
- William Griggs, ChFC, CLU AR Insurance license #329544Financial Advisor
- William Fris, ChFC, CLU CA Insurance License # 0G96413Financial Advisor