Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Russell Runck

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Russell Runck

Katy Flom

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Katy Flom

Kelly Rach

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kelly Rach


Our team

Stacy Dammann

Stacy Dammann

Paraplanner,

Financial Planning Specialist

Qualifications

  • Finra Series 7 License

  • Finra Series 63 License

  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Responsible for managing client data and input in financial planning tool. Works closely with the advisor to create and maintain financial plans in preparation for meetings.
  • Works closely with advisor to process insurance applications and servicing forms
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Mandy Woltjer

Mandy Woltjer

Client Service Specialist

Roles & Responsibilities

  • Responsible for preparing, completing and following up on forms and account applications necessary to process transactions and maintain existing client accounts.
  • Supports advisors with follow up after meetings
  • Processes transactions for Advisors
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Maria Williams

Maria Williams

Client Service Coordinator

Ella Stevens

Ella Stevens

Paraplanner

Roles & Responsibilities

  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Manages data gathering process for comprehensive planning clients
  • Works closely with the advisor to process applications and servicing forms for clients
  • Supports advisors with executing marketing activities of the practice
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Caryn Childers

Caryn Childers

Intern

Personal Intro

Attends Wisconsin School of Business at the University of Wisconsin, MadisonMajor Areas of Study: Finance and Accounting

Roles & Responsibilities

  • Supports the team with special projects related to CRM and client service
  • Organizes and archives electronic files
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