close

Team photo
Team photo

View Larger


Our advisors

Brent A Antti

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brent A Antti Visit Brent A Antti's website

Bryan Drager

CFP®, BFA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bryan Drager Visit Bryan Drager's website

Julie Gurkowski-Koehn

BFA, CRPC, APMA®

Financial Advisor

Learn more about Julie Gurkowski-Koehn Visit Julie Gurkowski-Koehn's website

Joseph Mann

APMA®

Financial Advisor

Learn more about Joseph Mann Visit Joseph Mann's website

Amy Vetrone

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Amy Vetrone Visit Amy Vetrone's website

Tony Denk

CFP®, ChFC®

Financial Advisor

Learn more about Tony Denk Visit Tony Denk's website

Ben Hoppenrath

BFA, CLTC®, APMA®

Financial Advisor

Learn more about Ben Hoppenrath Visit Ben Hoppenrath's website

David Stuart

MBA, APMA®

Financial Advisor

Learn more about David Stuart Visit David Stuart's website

Michael E Williams

CFP®, BFA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael E Williams Visit Michael E Williams's website


Our team

Jaime Mueller

Jaime Mueller

Practice Manager,

Client Service Specialist

Qualifications

  • Associates Degree - Administrative Professional - Fox Valley Technical College
View more
Sophia Artus

Sophia Artus

Client Service Specialist

Alexandra Phillips

Alexandra Phillips

Client Service Specialist

Megan LeMacher

Megan LeMacher

Office Manager

Debra Denk

Client Service Specialist

Olivia Rondeau

Olivia Rondeau

Receptionist