Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Kevin Hermening, Private Wealth Advisor serving the Wausau, WI area - Ameriprise Advisors

Kevin Hermening

CFP®, APMA®, MBA

Private Wealth Advisor

Franchise Owner
Learn more about Kevin Hermening Visit Kevin Hermening's website
Jeff Boehm, Financial Advisor serving the Wausau, WI area - Ameriprise Advisors

Jeff Boehm

RICP®, APMA®

Financial Advisor

Learn more about Jeff Boehm Visit Jeff Boehm's website
Mike Stecker, Associate Financial Advisor serving the Wausau, WI area - Ameriprise Advisors

Mike Stecker

RICP®, APMA®

Associate Financial Advisor

Learn more about Mike Stecker Visit Mike Stecker's website
Bryon Graff, Associate Financial Advisor serving the Wausau, WI area - Ameriprise Advisors

Bryon Graff

APMA®

Associate Financial Advisor

Learn more about Bryon Graff Visit Bryon Graff's website
Larry Waldburger, Associate Financial Advisor serving the Wausau, WI area - Ameriprise Advisors

Larry Waldburger

APMA®

Associate Financial Advisor

Learn more about Larry Waldburger Visit Larry Waldburger's website

Our team

Alise Jablonsky

Alise Jablonsky

Client Service Specialist

Qualifications

  • Series 7 & 66
  • Wisconsin Life, LTC, Accident & Health Insurance Licensing
  • Notary Public, State of Wisconsin
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Dawn Welnicke

Dawn Welnicke

Client Service Specialist

Qualifications

  • Wisconsin Notary Public
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Alec Lombardozzi

Alec Lombardozzi

Financial Planning Assistant

Qualifications

  • Series 7 & 66
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Moua Vang, MBA

Moua Vang, MBA

Financial Planning Assistant

Qualifications

  • MBA
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Ron Kresel

Ron Kresel

Paraplanner

Qualifications

  • Series 6
  • Series 7
  • Series 63
  • Series 66
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Kimberly Payne

Kimberly Payne

Operations Director

Qualifications

  • Wisconsin Notary Public
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Ariel Shidell, MBA

Ariel Shidell, MBA

Operations Specialist

Qualifications

  • Notary Public, State of Wisconsin
  • MBA
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Wendy Hermening

Wendy Hermening

Client Concierge

Geralyn Parrish

Geralyn Parrish

Client Concierge