Our Team

 

Matthew R Krueger , CLU®

Wealth Management Advisor

Office 608-728-8401


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David T Finnemore

Financial Advisor

Office 608-728-8401


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Andrew R Keister , CFP®, RICP®

Associate Wealth Management Advisor

Office 608-728-8404


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Matthew R Norman

Chief Operating Officer

Office 608-728-8401


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Rachael M Bennett , CLU®, ChFC®

Manager of Financial Planning

Office 608-728-8405


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Jodie L Norman

Director of Marketing

Office 608-728-8401


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Rob Smithback

Insurance Operations Associate

Office 608-728-8401


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Sophia Hanson Rinehart , MBA

Investment Operations Manager

Office 608-728-8401


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Kevin Patrick Lourigan

Insurance Operations Associate

Mobile 262-672-3168


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