Our advisors

Our team

Sabrina Breitenbach

Sabrina Breitenbach

Client Service Manager,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • Bachelor of Business Administration in Finance, University of Texas at Arlington
  • CFP® - CERTIFIED FINANCIAL PLANNER™ Professional
  • APMA® - Accredited Portfolio Management Advisor
  • CLTC® - Certified Long-Term Care & CRPC® - Chartered Retirement Planning Counselor
  • FINRA Exams: Series 7 - General Securities Representative, Series 31 - Futures Managed Funds, Series 66 - Uniform Combined State Law
  • Wisconsin Licensed Agent in Life, Accident & Health, and Variable Life/Annuity lines

Roles & Responsibilities

  • Primary Contact for Clients
  • Direct Client Meeting Workflow
  • Coordinate Client Service Requests
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Jagdeep Kaur

Jagdeep Kaur

Client Service Manager,

Chartered Retirement Planning Counselor℠

Qualifications

  • Bachelor of Science in Personal Finance, University of Wisconsin - Madison
  • CRPC® - Chartered Retirement Planning Couneslor
  • Wisconsin Licensed Agent in Life, Accident & Health, and Variable Life/Annuity lines

Roles & Responsibilities

  • Primary Contact for Clients
  • Direct Client Meeting Workflow
  • Coordinate Client Service Requests
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Matt Paape

Matt Paape

Client Service Manager,

Chartered Retirement Planning Counselor℠

Qualifications

  • Bachelor of Science in Personal Finance, University of Wisconsin - Madison
  • CRPC® - Chartered Retirement Planning Couneslor
  • Wisconsin Licensed Agent in Life and Accident & Health lines

Roles & Responsibilities

  • Primary Contact for Clients
  • Direct Client Meeting Workflow
  • Coordinate Client Service Requests
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Andy Peters

Andy Peters

Practice Manager,

Chief Financial Officer

Qualifications

  • Bachelor of Business Administration, University of Wisconsin - Madison
  • CPA - Certified Public Accountant

Roles & Responsibilities

  • Internal Accounting
  • Finance
  • Practice Management
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Jack Gausewitz

Jack Gausewitz

Investment Specialist,

Paraplanner

Qualifications

  • Bachelor of Arts in Economics and Business Admistration, Ripon College
  • Member, Omricon Delta Episilon, International Economics Honor Society
  • APMA® - Accredited Portfolio Management Advisor
  • FINRA Exams: Series 7 - General Securities Representative, Series 66 - Uniform Combined State Law
  • Wisconsin Licensed Agent in Life, Accident & Health, and Variable Life/Annuity lines

Roles & Responsibilities

  • Account Maintenance & Transactions
  • Money Movement
  • Technology
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Sam Dawiedczyk

Sam Dawiedczyk

Client Service Specialist,

Client Concierge

Qualifications

  • Bachelor of Business Administration in Finance, University of Wisconsin - Whitewater

Roles & Responsibilities

  • Meeting Follow-Up
  • Business Processing & Submission
  • Client Service Request Follow-Up
  • Client Reception
  • Records Retention & Filing
  • Scheduling/Meeting Coordination
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Nate LaBombard

Nate LaBombard

Client Service Specialist,

Client Concierge

Qualifications

  • Bachelor of Business Administration in Finance, University of Wisconsin - Eau Claire
  • CRPC® - Chartered Retirement Planning Counselor

Roles & Responsibilities

  • Meeting Follow-Up
  • Business Processing & Submission
  • Client Service Request Follow-Up
  • Client Reception
  • Records Retention & Filing
  • Scheduling/Meeting Coordination
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Quintin Sharpe

Quintin Sharpe

Intern

Roles & Responsibilities

  • Intern at Lake Geneva office location
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