The Team

Our Advisors

Jason Krueger

Jason Krueger

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

B.S. Personal Finance, Univeristy of Wisconsin - Madison

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Darin J Schubring

Darin J Schubring

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

B.S. Agricultural Economics, Univeristy of Wisconsin - Madison, Wisconsin

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Christine Lade

Christine Lade

Financial Advisor

More about me...

Designations

BFA

Top Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies

Education

Bachelor of Arts in Psychology Loras College 1991, Bachelor of Arts Kirkwood Community College 1986

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Allison O'Connor

Allison O'Connor

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

B.S. Personal Finance, University of Wisconsin - Madison

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Our Staff

Jan Davis

Jan Davis

Client Service Manager