Our advisors

Stan Jahn, Private Wealth Advisor serving the Madison, WI area - Ameriprise Advisors

Stan Jahn

CFP®, CLU®, ChFC®

Private Wealth Advisor

Founder of Capital Wealth Advisory Group
Learn more about Stan Jahn
Aaron Zimmer, Private Wealth Advisor serving the Madison, WI area - Ameriprise Advisors

Aaron Zimmer

MBA, CFP®, BFA, APMA, ChSNC®

Private Wealth Advisor

Chief Executive Officer of Capital Wealth Advisory Group
Learn more about Aaron Zimmer
Darren Speidel, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Darren Speidel

BFA, APMA

Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Darren Speidel
Michael Cosgrove, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Michael Cosgrove

BFA, APMA, CRPC, CRPS, ChFC®

Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Michael Cosgrove
Brian Fruit, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Brian Fruit

CFP®, APMA

Financial Advisor

Learn more about Brian Fruit
Aaron Hoernke, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Aaron Hoernke

MBA, APMA

Financial Advisor

Learn more about Aaron Hoernke
Benjamin Hoffman, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Benjamin Hoffman

APMA

Financial Advisor

Learn more about Benjamin Hoffman
Bryan J Althouse, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Bryan J Althouse

CFP®, BFA, APMA

Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Bryan J Althouse
Erik Valenza, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Erik Valenza

Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Erik Valenza
Kevin Heideman, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Kevin Heideman

CFP®

Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Kevin Heideman
Lori Helland, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Lori Helland

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lori Helland
Paul Hees, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Paul Hees

MBA, CKA®

Financial Advisor

Learn more about Paul Hees
Shelly Stibbe, Associate Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Shelly Stibbe

CFP®, CRPC, APMA

Associate Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Shelly Stibbe


Our team

Amy Nelson

Amy Nelson

Client Service Specialist

Cathy Rooney

Cathy Rooney

Client Service Specialist,

Receptionist
Laurine Taylor

Laurine Taylor

Client Service Specialist,

Receptionist
Susan Brady

Susan Brady

Client Service Specialist,

Receptionist
Darrah Tomas

Darrah Tomas

Client Service Specialist

Kevin Tyler, CFP®, CLU®, BFA™

Kevin Tyler, CFP®, CLU®, BFA™

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • CFP

  • BFA™

  • CLU

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Chad Cosgrove

Chad Cosgrove

Practice Manager,

Chief Operating Officer of
Heidi Nitka

Heidi Nitka

Operations Manager,

Chief Financial Officer of

Personal Intro

Ultimate Digital Excellence Award Recipient, 2021

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Evan Wontor, MSF

Evan Wontor, MSF

Investment Manager

Qualifications

  • Master of Science, Finance, 2021
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Mary Jo Fortney

Mary Jo Fortney

Marketing Manager,

Event Planner

Personal Intro

Ultimate Digital Excellence Award Recipient, 2021

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Austin Kast

Austin Kast

Financial Planning Specialist

Ryan Schlimgen

Ryan Schlimgen

Financial Planning Assistant