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.


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Advisors

Advisor photo for Paul Jackson

Paul Jackson

Branch Manager

Vice President
Visit Paul Jackson's website
Advisor photo for Katie Braun

Katie Braun

APMA

Financial Advisor

Associate Vice President
Visit Katie Braun's website
Advisor photo for Bob DiDonato

Bob DiDonato

CIMA®

Private Wealth Advisor

Managing Director
Visit Bob DiDonato's website
Advisor photo for Gary Dunco

Gary Dunco

CFP®, CFA®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gary Dunco's website
Advisor photo for Scott Owen Jenson

Scott Owen Jenson

Financial Advisor

Vice President
Visit Scott Owen Jenson's website
Advisor photo for Christine M King

Christine M King

CFP®, CRPC, CDFA®, CKA®

Private Wealth Advisor

Vice President
Visit Christine M King's website
Advisor photo for Jeffrey Loiselle

Jeffrey Loiselle

Financial Advisor

Visit Jeffrey Loiselle's website
Advisor photo for Ann Massaro DiDonato

Ann Massaro DiDonato

CFP®, APMA

Financial Advisor

Associate Vice President
Visit Ann Massaro DiDonato's website
Advisor photo for Wayne A Miller

Wayne A Miller

CRC®

Financial Advisor

Associate Vice President
Visit Wayne A Miller's website
Advisor photo for Sarah Oberhofer

Sarah Oberhofer

MBA, CFP®, APMA, CRPC

Financial Advisor

Vice President
Visit Sarah Oberhofer's website
Advisor photo for Brian Prom

Brian Prom

Financial Advisor

Visit Brian Prom's website
Advisor photo for Michael Zidanic

Michael Zidanic

Financial Advisor

Associate Vice President
Visit Michael Zidanic's website
Advisor photo for Scott A Latzke

Scott A Latzke

CFP®

Private Wealth Advisor

Managing Director
Visit Scott A Latzke's website
Advisor photo for Mark Filla

Mark Filla

Financial Advisor

Managing Director
Visit Mark Filla's website
Advisor photo for Debrah Oelke

Debrah Oelke

Financial Advisor

Managing Director
Visit Debrah Oelke's website
Advisor photo for Thomas Klug

Thomas Klug

Financial Advisor

Vice President
Visit Thomas Klug's website
Advisor photo for Jim Cotturone

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
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Irina Dianov

Irina Dianov

Registered Operations Leader

Roles & Responsibilities

  • All Support Staff reports to Irina
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Laurie Meissner

Laurie Meissner

Registered Client Service Associate

Roles & Responsibilities

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

Dawn Boegel

Registered Client Service Associate

Roles & Responsibilities

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

Chandra Hackett

Registered Client Service Associate

Roles & Responsibilities

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

Renate Capek

Client Service Associate

Mary Williams

Registered Client Service Associate

Roles & Responsibilities

  • Registered Support for Pamela Grether
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Mary Baumer

Registered Client Service Associate

Gayle Glodoski

Client Service Coordinator

Qualifications

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

Alexandra Bown

Client Service Associate