Our Team All Team Members401(k) Plans for BusinessClient Service Management TeamEstate & Legacy PlanningExecutive & Administrative TeamExecutive Financial Counseling Benefit for BusinessesFinancial & Retirement PlanningFinancial Education & DiscoveryInsurance AssessmentInvestment ManagementTax PlanningWealth Management TeamJoin the Team Dave SpanoChief Executive OfficerCFP®Lori HochGeneral CounselBrian JacobsenChief Economic StrategistPhD, JD, CFA®, CFP®, CAIA, CBEDerek V.W. FelskeChief Investment OfficerCFA®Mark BeckChief Growth OfficerNaomi AckleyChief Compliance OfficerCSCPAleks SesumDirector of Information TechnologyAmy KiiskilaDirector of Wealth StrategyJD, CFP®, CPA, CLU®Brian BartholomewDirector of IntegrationsDeanne PhillipsManaging Director of Client and Community EngagementCFP®, CDFA®, ABFP℠Eric StromDirector of Financial PlanningCFP®, EAErin ChopManager of Client ServiceFred ColemanRegional DirectorCFP®Greg BatiansilaManaging Director of MarketingHeather ShuttaDirector of OperationsJack HauserDirector of Data & AnalyticsCFP®BrookfieldLake CountryJackie SklenarDirector of Client EngagementKatie DoyleDirector of Fixed Income ResearchKen SymesSenior Director of Wealth ServicesLeesa GilliamRegional DirectorCTFA, CEPA®Melanie FunkManager of Client OperationsOndine WallingerDirector of Human ResourcesSPHR®Tom ParksDirector of Retirement Plan ServicesAIF®, CRPS®Aaron BainWealth Management AssistantAlec DurandEstate Planning AttorneyJDAlena ShurpitaTax Accountant/AssociateCPA Alex BoeselagerIT Support SpecialistAlex MacksamTraderAlexis PetersFinancial Planning AssociateAllie AnklamCreative DesignerAmanda PloetzLead Client Service ManagerAndrea SchwenkerLead Client Service ManagerAndrew RehorstAssociate Wealth ManagerAndy EichelSenior Wealth AdvisorAndy SzymczakRetirement Plan SpecialistAngela WingoClient Operations SpecialistAnthony MlachnikSenior Wealth AdvisorMBA, CIMA®, BFAAnthony ParkhillManager of Wealth Team DevelopmentArabella ParinsSenior Financial PlannerCFP®, CPAAshton BesteWealth Management AssistantAustin GrandinettiWealth AdvisorCFP®Austin Vande SluntAssociate Wealth ManagerAvery SchafferAssistant To The Chief Growth OfficerBailey KolinskiOffice AdministratorBeau GrossPortfolio SpecialistBecca CamannClient Service ManagerBen JohnsonAssociate Wealth ManagerBrookfieldBjorn SandersSenior Wealth ManagerCFP®Bonnie HittmanManager of Event Strategy & CampaignsBrady MichaelisWealth ManagerCFP®Lake CountryBrandon ArpsSenior Wealth Manager CFP®Brandon WillisClient Service ManagerBrian LamborneSenior Wealth StrategistJD, LLMBrittany SeemuthClient Service ManagerBrooke WilkenFinancial Planning AssociateBryn TheisenSenior Wealth AdvisorBuddy GarczynskiClient Service ManagerCami ThompsonClient Service ManagerCarl HolzemClient Service ManagerCathy RoenspiesExecutive AssistantBrookfieldChase ClaussenWealth ManagerChFC®Chris BurgAccountantClayton BeilfussTraderLake CountryConnor AllenWealth ManagerCFP®Corey R. GaynesTax ManagerCPA, MPACory BorcherdtWealth ManagerCFP®, CLTC®MequonDavid FisherWealth ManagerDavid FonoProject & Data Analytics SpecialistDavid PanitzkeWealth AdvisorCFP®Drew PowellAssociate Wealth ManagerLake CountryDylan C. AdlerAssociate Wealth ManagerElena ErkenswickTax AssociateEAElliot JonesSupervisor of Office AdministrationEmily WrittOffice AdministratorEmma SapiroSupervisor - Marketing TeamEric ThompsonAssociate Wealth ManagerEric TurbaFinancial Planning AssociateErin SandersonClient Service ManagerEvan JahnkeAssociate Wealth ManagerGrant BeckAssociate Wealth ManagerCIMA®Gregory VidmarWealth ManagerCFP®Hannah McEnaneyCompliance SpecialistIan ChomeauClient Service ManagerJack DeRocheManager of Investment OperationsJack HimmelspachAssociate Wealth ManagerJack LaubuschWealth Management AssistantJackie ZawadzkiClient Service ManagerJackson RessnerProject & Data Analytics SpecialistJacob EbbenClient Acquisition AssociateJacob GalanteAssociate Wealth ManagerJacob JohnsonAssociate Research AnalystJacob KniggeAssociate Wealth ManagerJake DunnOffice AdministratorJake JanicekWealth ManagerEAJake KnoxWealth ManagerCFP®Jake Vander GalienAssociate Wealth ManagerJamie WatkinsAssociate Wealth ManagerBrookfieldLibertyvilleJeff Stanich, Jr.Senior Wealth ManagerCFP®Jen HauheOffice ManagerJenny JesseLead Financial PlannerCFP®, EA, RICP®Jess HedgcoxeAssociate Tax ManagerCPAJess JashinskyClient Service ManagerJoe KraussMedia ProducerJohn ThompsonManager of ComplianceJonathan FriedlSalesforce AdministratorJosh HoisingtonAssociate Events ManagerJulie GeszvainClient Service ManagerKatie ParkClient Service AssociateKaty AmendaClient Service ManagerKaty LosinieckiMarketing Systems AdministratorKeagan HenschelClient Acquisition AssociateKeith ButlerSenior Wealth Manager JDKen Pollard Jr.Wealth ManagerCFP®Kent HalleenWealth ManagerKevin TrecekWealth ManagerCFP®Kristen FaganOffice AdministratorLaura KelleyClient Service ManagerLauren MannaMarketing GeneralistLeah KoppelmannClient Operations SpecialistLinda BorkOffice AdministratorLisa AngioneFinancial Operations AssociateLogan KeplerAssociate Wealth ManagerLuis Castellanos SolanoTax Planning AssociateLuke KurigaManager of ALPHAMack GeorgeTalent Acquisition SpecialistMaighread PetersonClient Operations SpecialistMarilou DavidoSenior Wealth Manager CPA, CFP®, CDFA®Mark SchaeferAssociate Research AnalystMartha Kuhn401(k) Relationship ManagerAppletonMatthew KrenkeSenior Wealth ManagerCFP®, CHFC®, CASL®Mel JohnstonClient Service AssociateMelissa MontguireSupervisor - Client ServiceMichael DonnanSenior Wealth AdvisorMichael FlaschClient Service ManagerBrookfieldMilwaukeeMichael J. MihmSenior Wealth ManagerCHFC®, CLU®Michael KirkSenior Wealth AdvisorCFP®MequonMichael MurtosSenior Wealth ManagerCFP®Michelle DobrenskiClient Operations SpecialistMichelle Kovacevic-RossClient Service ManagerMike DodgeWealth ManagerCFP®, ChFC®, CLU®BrookfieldMike VenturiniSenior Wealth ManagerMitch Vanden HeuvelSupervisor of Project & Data AnalyticsNathaniel MulderClient Service ManagerNick EneaSenior Wealth ManagerCFP®, MANick HillstromResearch AnalystCFANikki TrudellCompliance SpecialistNoi SayaovongOperations SpecialistNolan McIntyreAssociate Wealth ManagerPatrick J. SheehySenior Wealth AdvisorWMS℠Peter PlatzerProject & Data Analytics AssociatePieter MulderWealth Management AssistantRebecca PosigFinancial Planning SpecialistCFP®Rece MulderAssociate Wealth ManagerReina WuAssociate Wealth ManagerRussell EneaAssociate Wealth ManagerRyan KomasWealth ManagerSam HarmeyerWealth ManagerCFP®Sam LoCocoClient Acquisition AssociateSam StreatorAssociate Wealth ManagerSami ChristiansenClient Service ManagerSarah KyleSenior Wealth ManagerShannon Jarvis Client Service ManagerSherry MacGregorClient Service ManagerStephanie EmonsManager of Learning & DevelopmentSusan FeltonClient Operations SpecialistSuzy LopezWealth ManagerCFP®, CLFTara KastnerClient Service ManagerTerry ConnerClient Operations SpecialistThomas PhillipsenAssociate Wealth ManagerTim BoyleInsurance Planning ManagerCLU, FSCPTom AndricopulosTax ManagerCPA Tom BerkholtzManager of Financial PlanningCFP®, EA, ECATom McShaneTax ManagerCPA Tony ThornResearch Analyst - FundsCFA®Trista HribrarManager of IT SystemsTroy DefenbaughClient Service ManagerTyler QuinnAssociate Wealth ManagerViri CanovaClient Service ManagerWendy Rouse-AndrzejczakOffice Manager
