Our advisors

Andy Davis

Andy Davis

Private Wealth Advisor

Business Development Specialist
Learn more about Andy Davis Visit Andy Davis's website
Shawn C Quam-Schulz

Shawn C Quam-Schulz

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Shawn C Quam-Schulz Visit Shawn C Quam-Schulz's website
Steve Fagan

Steve Fagan

Financial Advisor

Learn more about Steve Fagan Visit Steve Fagan's website

Our team

Susan Everett

Susan Everett

Practice Manager,

Managing Partner
Rita Davis

Rita Davis

Financial Planning Specialist,

Chartered Financial Analyst®

Personal Intro

Qualifications

  • Bachelor of Business Administration in Finance, UW-Madison 1984
  • Chartered Financial Analyst 1990
  • Ameriprise Financial since 1997 – Planning Analyst
  • State of Wisconsin Investment Board 1984-1997
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Linda Thomas

Linda Thomas

Paraplanner,

Client Service Specialist
Marybeth Friske

Marybeth Friske

Client Concierge,

Financial Planning Assistant