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

Reb Bortz Jr, Financial Advisor serving the Oconomowoc, WI area - Ameriprise Advisors

Reb Bortz Jr

CFP®, APMA®

Financial Advisor

President of Paramount Financial Strategies
Learn more about Reb Bortz Jr
Patrick Christian Bortz, Financial Advisor serving the Oconomowoc, WI area - Ameriprise Advisors

Patrick Christian Bortz

CFP®, APMA®

Financial Advisor

Managing Director of Paramount Financial Strategies
Learn more about Patrick Christian Bortz
Aaron Koykkari, Financial Advisor serving the Oconomowoc, WI area - Ameriprise Advisors

Aaron Koykkari

APMA®

Financial Advisor

Learn more about Aaron Koykkari
John F Lynch, Financial Advisor serving the Oconomowoc, WI area - Ameriprise Advisors

John F Lynch

Financial Advisor

Business Financial Advisor
Learn more about John F Lynch

Our team

Marcia Jungbluth

Marcia Jungbluth

Operations Manager

Brit Bortz

Brit Bortz

Marketing Manager

Kasandra Williams

Kasandra Williams

Financial Planning Assistant

Shannon Reightley

Shannon Reightley

Paraplanner

Dianne Alongis

Dianne Alongis

Client Relationship Manager,

Office Manager
Laurie Lynch

Laurie Lynch

Marketing Specialist

Clayton Lynch

Clayton Lynch

Financial Planning Assistant