Our advisors

Our team

Justin Sitte

Justin Sitte

Client Service Specialist

Qualifications

  • Series 7
  • Series 24
  • Bachelor of Science, Business Administration
  • Upper Iowa University
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Ron Leptien

Ron Leptien

Financial Planning Specialist

Qualifications

  • Series 7
  • Series 66
  • Wisconsin Property & Casualty Insurance
  • Wisconsin Life Insurance
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Dawn Welnicke

Dawn Welnicke

Client Service Specialist

Qualifications

  • Wisconsin Notary Public
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Chris Leggett

Chris Leggett

Client Service Specialist

Kimberly Payne

Kimberly Payne

Operations Director

Qualifications

  • Wisconsin Notary Public
  • Series 99
  • Wisconsin Life Insurance
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Bryon Graff

Bryon Graff

Marketing Manager

Qualifications

  • Series 7
  • Wisconsin Life Insurance
  • Wisconsin Accident & Health Insurance
  • Bachelor of Science, Broadcast Technology Management
  • University of Wisconsin - Platteville
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Wendy Hermening

Wendy Hermening

Client Concierge

Geralyn Parrish

Geralyn Parrish

Client Concierge

Terri Jensen

Terri Jensen

Client Concierge

Qualifications

  • Wisconsin Notary Public
  • Bachelor of Science, Communications
  • University of Wisconsin - Stevens Point
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