Team profile

Join us, we would love to work with you!

The Phelps Hamus Group is dedicated to working together with you and your family toward pursuing your financial goals. We look to create a financial plan that identifies your goals and develop investment management strategies to help you reach them. We have a team-based approach. Our team can work with you to schedule regular review meetings, provide access to market research and use digital tools to help you stay on track.

Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Small Business
  • Domestic Partner Planning
  • Retirement Plan Distribution

Community participation

  • Cardinal Strich University
  • Keep Wisconsin Warm/Cool Fund
  • Kare For Me
  • Community Around The Children's Hospital (CATCH)
  • The River Food Pantry