Our Team

Our talented and experienced team expands the depth of services we offer to clients. With a team of associate wealth management advisors, associate financial representatives and client service and support professionals, we aim to deliver the ultimate client experience to our clients.

John J. Barrett photo

John J. Barrett, Sr. CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

Ph: 414-203-6018

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Jerod T. Spaeth, CFP®, CLU®, ChFC®

Wealth Management Advisor

Ph: 414-203-6013

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Jason Dorn, CPA, CFP®, CLU®, RICP®

Associate Wealth Management Advisor
Director of Planning Services

Ph: 414-203-6060

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Danielle Hayes

Associate Financial Representative

Ph: 414-203-6006

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Niki Hohlweck

Associate Wealth Management Advisor
Director of Investment Operations & Client Services

Ph: 414-203-6052

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Andrew Hoy

Associate Financial Representative
Director of Retirement Plan Services

Ph: 414-203-2862

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Andrew B. Hunn, CFP®, CLU®

Associate Wealth Management Advisor

Ph: 414-203-2861

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Larry Myrold

Associate Wealth Management Advisor

PH: 414-203-6037

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Toby Prestegaard, CLU®, ChFC®, CFP®, CASL®, RICP®

Associate Wealth Management Advisor
Chief Operating Officer

Ph: 414-203-6066

Lora Reinholz, MBA, CLU®, CFP®, ChFC®, CASL®

Associate Wealth Management Advisor

Ph: 414-203-6076

Danny Vongnarath

Associate Wealth Management Advisor

Ph: 414-203-6075

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Chris Young, CRPS®

Associate Financial Representative
Director of Retirement Plan Services

Ph: 414-203-6024

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