Our advisors

Michael G Fleege

Michael G Fleege

CFP®, BFA, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael G Fleege Visit Michael G Fleege's website
Cheryl Biermann

Cheryl Biermann

CFP®, MBA, APMA®, CDFA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cheryl Biermann Visit Cheryl Biermann's website

Our team

Alicia C. Baliff

Alicia C. Baliff

Paraplanner

Personal Intro

  • Joined the team in April 2005.
  • Alicia graduated from Southwest Wisconsin Technical College with an Associate of Arts degree in Administrative Assistance and a Technical Arts Diploma in Office Assistance.
  • Outside of the office, Alicia enjoys reading, shopping, and spending time with her husband and two children.
  • Alicia resides in Southwest Wisconsin.

Qualifications

  • Associate of Arts in Administrative Assistance, Southwest Wisconsin Technical College, 2004
  • Technical Diploma, Office Assistance, Southwest Wisconsin Technical College, 2002
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Jordan A. Fleege

Jordan A. Fleege

Office Manager

Personal Intro

  • Joined the team in January 2015.
  • Grew up in Dubuque, IA.
  • Outside the office Jordan enjoys spending time with family and friends, along with spending time outdoors, and working with horses.
  • Jordan grew up participating in Endurance Riding, where she would ride her horse 25-100 miles in a single day. She was given the chance of a lifetime to work with Endurance Horses in Doha, Qatar for 2 months.

Qualifications

  • Notary Public
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