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


Our advisors

Cheryl Biermann

MBA, CFP®, BFA, APMA®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Cheryl Biermann

Justin Schultz

Associate Financial Advisor

Learn more about Justin Schultz


Our team

Alicia C. Baliff

Alicia C. Baliff

Operations Manager

Personal Intro

  • Joined the team in April 2005.
  • Outside of the office, Alicia enjoys her monthly book club, baking and trying new recipes, and spending time with her husband and two children.
  • Alicia resides in Southwest Wisconsin.

Qualifications

  • Series 7

  • Associate of Arts in Administrative Assistance, Southwest Wisconsin Technical College, 2004

  • Technical Diploma, Office Assistance, Southwest Wisconsin Technical College, 2002

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Alexander Breckon

Financial Planning Analyst

Tricia Lansing

Administrative Assistant

Joel Lawlor

Intern