Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


close

Team photo
Team photo

View Larger


Advisors

Paul Jackson

Branch Manager

Vice President
Visit Paul Jackson's website

Katie Braun

APMA

Financial Advisor

Associate Vice President
Visit Katie Braun's website

Bob DiDonato

CIMA®

Private Wealth Advisor

Managing Director
Visit Bob DiDonato's website

Gary Dunco

CFP®, CFA®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gary Dunco's website

Scott Owen Jenson

Financial Advisor

Vice President
Visit Scott Owen Jenson's website

Christine M King

CFP®, CRPC, CDFA®, CKA®

Private Wealth Advisor

Vice President
Visit Christine M King's website

Jeffrey Loiselle

Financial Advisor

Visit Jeffrey Loiselle's website

Ann Massaro DiDonato

APMA

Financial Advisor

Associate Vice President
Visit Ann Massaro DiDonato's website

Wayne A Miller

CRC®

Financial Advisor

Associate Vice President
Visit Wayne A Miller's website

Sarah Oberhofer

MBA, CFP®, APMA, CRPC

Financial Advisor

Vice President
Visit Sarah Oberhofer's website

Brian Prom

Financial Advisor

Visit Brian Prom's website

Michael Zidanic

Financial Advisor

Associate Vice President
Visit Michael Zidanic's website

Scott A Latzke

CFP®

Private Wealth Advisor

Managing Director
Visit Scott A Latzke's website

Mark Filla

Financial Advisor

Managing Director
Visit Mark Filla's website

Debrah Oelke

Financial Advisor

Managing Director
Visit Debrah Oelke's website

Thomas Klug

Financial Advisor

Vice President
Visit Thomas Klug's website

Jim Cotturone

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jim Cotturone's website


Team

Thomas Chappelle

Thomas Chappelle

Registered Client Service Associate,

Financial Planning Specialist

Roles & Responsibilities

  • Registered Support for Bob DiDonato, Ann Massaro and Tom Hille
View more
Irina Dianov

Irina Dianov

Registered Operations Leader

Roles & Responsibilities

  • All Support Staff reports to Irina
View more
Laurie Meissner

Laurie Meissner

Registered Client Service Associate

Roles & Responsibilities

  • Registered Support for Debrah Oelke, Jeffrey Loiselle & Wayne Miller
View more
Dawn Boegel

Dawn Boegel

Registered Client Service Associate

Roles & Responsibilities

  • Registered Support for Greg Schauer, Mark Filla & Scott Latzke
View more
Chandra Hackett

Chandra Hackett

Registered Client Service Associate

Roles & Responsibilities

  • Registered Support for Greg Schauer, Scott Latzke & Mark Filla
View more
Renate Capek

Renate Capek

Client Service Associate

Mary Williams

Registered Client Service Associate

Roles & Responsibilities

  • Registered Support for Pamela Grether
View more

Mary Baumer

Registered Client Service Associate

Gayle Glodoski

Client Service Coordinator

Qualifications

  • Series 7, 9, 10, 63 & 65 WI Life & Health
View more
Alexandra Bown

Alexandra Bown

Client Service Associate