Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Advisors

Advisor photo for Jeffrey Petrus

Jeffrey Petrus

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Jeffrey Petrus's website


Team

Markelle M. Walbrun

Markelle M. Walbrun

Office Manager

Jared Matheny

Jared Matheny

Financial Planning Assistant

Personal Intro

I grew up in Hartland, WI where I attended Arrowhead High School. After graduating in 2022 from UW-La Crosse I have been working for Ameriprise back close to home. In my free time I Enjoy golfing, hiking, traveling to state and national parks as well as enjoying the beautiful lakes and Northwoods of Wisconsin in the summer.

Qualifications

  • Bachelor of Science - Finance, University of Wisconsin-La Crosse

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Spencer Szydel

Spencer Szydel

Financial Planning Assistant

Personal Intro

I've been with Ameriprise since Summer of 2024. What I love most about work is helping create ideas on how to accomplish clients' goals that are seemingly impossible. It's a great feeling seeing the smile on clients faces when they realize the successful future we are setting them up to have.

Qualifications

  • Bachelor of Science - Marketing, Minor in finance. Carroll University

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Devin Martin

Devin Martin

Financial Planning Assistant

Personal Intro

I grew up around the Greater Milwaukee area and graduated from UW-Whitewater. I joined Ameriprise in July 2025 and have really enjoyed becoming part of a team that helps clients feel confident about their financial future. Outside of the office, I enjoy fishing, playing disc golf, and watching sports in my free time.

Qualifications

  • Bachelor of Business Administration - Finance, Financial Planning emphasis, University of Wisconsin-Whitewater

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