Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Paul Jackson

Paul Jackson

Branch Manager

Vice President
Visit Paul Jackson's website
Katie Braun

Katie Braun

APMA®

Financial Advisor

Associate Vice President
Visit Katie Braun's website
Bob DiDonato

Bob DiDonato

CIMA®

Private Wealth Advisor

Managing Director
Visit Bob DiDonato's website
Gary Dunco

Gary Dunco

CFP®, CFA®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gary Dunco's website
Tom Hille

Tom Hille

CFP®

Financial Advisor

Vice President
Visit Tom Hille's website
Scott Owen Jenson

Scott Owen Jenson

Financial Advisor

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

Christine M King

CFP®, CRPC®, CDFA®, CKA®

Private Wealth Advisor

Vice President
Visit Christine M King's website
Jeffrey Loiselle

Jeffrey Loiselle

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Jeffrey Loiselle's website
Ann Massaro DiDonato

Ann Massaro DiDonato

CFP®, APMA®

Financial Advisor

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

Wayne A Miller

CRC®

Financial Advisor

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

Sarah Oberhofer

MBA, CFP®, APMA®, CRPC®

Financial Advisor

Vice President
Visit Sarah Oberhofer's website
Brian Prom

Brian Prom

Financial Advisor

Visit Brian Prom's website
Yvette Stewart

Yvette Stewart

Financial Advisor

Visit Yvette Stewart's website
Michael Zidanic

Michael Zidanic

Financial Advisor

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

Scott A Latzke

CFP®

Private Wealth Advisor

Managing Director
Visit Scott A Latzke's website
Mark Filla

Mark Filla

CIMA®

Financial Advisor

Managing Director
Visit Mark Filla's website
Debrah Oelke

Debrah Oelke

Financial Advisor

Managing Director
Visit Debrah Oelke's website
Thomas Klug

Thomas Klug

Financial Advisor

Vice President
Visit Thomas Klug's website
Jim Cotturone

Jim Cotturone

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jim Cotturone's website
Greg Schauer

Greg Schauer

APMA®

Financial Advisor

Associate Vice President
Visit Greg Schauer'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