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®, BFA, APMA

Financial Advisor

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

John F Lynch

CRPC, APMA

Financial Advisor

Business Financial Advisor
Learn more about John F Lynch
Rick Finco, Financial Advisor serving the Oconomowoc, WI area - Ameriprise Advisors

Rick Finco

MBA, APMA

Financial Advisor

Senior Vice President of Paramount Financial Strategies
Learn more about Rick Finco


Our team

Brit Bortz

Brit Bortz

Marketing Manager

Kasandra Williams

Kasandra Williams

Client Service Manager

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

Elise Petty

Elise Petty

Client Service Manager

Howard Riemann

Howard Riemann

Financial Planning Assistant