Our advisors

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

Stan Jahn

CFP®, CLU®, ChFC®, APMA®

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

CFP®, BFA, APMA®, ChSNC®

Private Wealth Advisor

Franchise Owner
Learn more about Aaron Zimmer
Darren Speidel, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Darren Speidel

APMA®

Financial Advisor

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

Barry Ziegahn

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Barry Ziegahn
Michael Cosgrove, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Michael Cosgrove

BFA, APMA®, CRPC®, CRPS®

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
Bryan J Althouse, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Bryan J Althouse

CFP®, APMA®, CEPA®

Financial Advisor

Learn more about Bryan J Althouse
Cynthia G Farnsworth, Private Wealth Advisor serving the Madison, WI area - Ameriprise Advisors

Cynthia G Farnsworth

CFP®, CRPS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cynthia G Farnsworth
Erik Valenza, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Erik Valenza

Financial Advisor

Learn more about Erik Valenza
Kevin Heideman, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Kevin Heideman

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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

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 Galluzzo

Amy Galluzzo

Client Service Specialist

Amy Nelson

Amy Nelson

Client Service Specialist

Cathy Rooney

Cathy Rooney

Client Service Specialist,

Receptionist
Patti Lorenz

Patti Lorenz

Client Service Specialist,

Receptionist
Susan Brady

Susan Brady

Client Service Specialist,

Receptionist
Darrah Tomas

Darrah Tomas

Client Service Manager

Ben Hoffman

Ben Hoffman

Financial Planning Assistant,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠
Carl Baumgart

Carl Baumgart

Financial Planning Assistant

Kevin Tyler

Kevin Tyler

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Sandy Nugent

Sandy Nugent

Administrative Assistant

Chad Cosgrove

Chad Cosgrove

Practice Manager,

Chief Operating Officer
Heidi Nitka

Heidi Nitka

Operations Specialist,

Investment Specialist

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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