Our Team
Matthew R Krueger CLU®
Wealth Management Advisor
Matt loves being a resource to whomever he can impact in a positive way. He and his team at kf. Wealth Management proudly support the Janesville Boys and Girls Club and the National Alliance on Mental Illness (NAMI). Matt served as past Board President for the Boys and Girls Club of Janesville and is current Board President of NAMI Rock County.
Outside of his professional life, Matt enjoys spending time with his family - his wife, Carrie, and their three children, Riese, Addison and Gibsen. He keeps busy with supporting his daughters in their high school and college extracurricular activities. A big sports fan, Matt loves watching sports and volunteering at sporting events. In the rest of his spare time, he enjoys going to concerts, traveling, biking, working out and participating in anything active. Matt currently resides in Janesville, Wisconsin.
Matt knows that it takes hard work to achieve your dreams. While obtaining his associate degree in Business Management from Madison College, he knew that someday he wanted to be able to inspire people to achieve their dreams through hard work and perseverance. He is proud to say that after 17 years in the business, his dream of helping his clients and financial representatives achieve their dreams has become a reality.
Matt values knowledge and higher education. In 2013 he obtained his Chartered Life Underwriter or CLU® designation through the American College. Matt takes personal satisfaction in being able to make an impact with his clients.
David began his career with Northwestern Mutual in 2015 as a college intern. He studied at the University of Wisconsin-Whitewater and graduated with his Bachelor’s Degree in Finance. Upon graduating in 2017, David transitioned to a full-time financial advisor.
David currently resides in the County of Kenosha, Wisconsin which is where he also helped open a branch office for the company. On top of being a full-time advisor, David is a director with the company, and often participates in company/industry speaking engagements on financial planning topics. He is passionate about helping his clients reach their financial goals.
David enjoys giving back to the community and charities, especially those in which his clients support. David is an avid Wisconsin sports fan. He enjoys traveling, golfing, and summers on the boat in Lake Geneva.
Andrew R Keister CFP®, ChFC®, RICP®
Director of Wealth Management Services
Andrew is our Director of Investments. He works closely with current and prospective clients helping develop portfolio recommendations that match their individual goals and financial plan. His role includes facilitating meetings, collecting data, and collaborating with the team to create a unique, personalized financial plan for each individual or family.
Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and completed additional coursework through the American College of Financial Services to be a Retirement Income Certified professional. He received a Business Finance degree from the University of Wisconsin Whitewater School of Business. While in school, he was also a part of the University of Wisconsin Whitewater 3-time National Championship football team. He has been with our team since October of 2014.
Andrew is originally from Evansville, WI and currently resides in Janesville, WI.
In his spare time, he enjoys being active, playing sports, and of course, being with family and friends.
Matt is our Manager of Investment Operations. His key responsibilities include investment account opening and ongoing account maintenance. Matt works with clients to ensure a seamless onboarding process and to provide continued account support. Matt has been with Northwestern Mutual since 2015. He has a Bachelor's degree in Business Management.
Matt is originally from Whitewater, WI and currently resides in Milton, WI with his wife and 2 kids. Matt enjoys golfing, family bike rides, and the occasional poker game.
Rachael M Bennett CLU®, ChFC®, CFP®, MBA
Chief Operations Officer
Rachael is Chief Operations Officer and Chief Financial Officer. Her responsibilities include the development and growth of our team, the oversight of our client experience, and the responsibility to ensure that our everyday activities as a team align with our vision and mission. She received her Bachelor’s degree in Business and Human Resource Management from Herzing University in 2009 and her Master’s degree in Finance from UW Whitewater in 2022. She began her career with Northwestern Mutual in December of 2010 and has since completed her Chartered Life Underwriter®, Chartered Financial Consultant®, Certified Financial Planner® designations.
Rachael resides in Milton, WI with her husband, two children, and dog, Lucy. She enjoys spending time with family and friends, traveling, and watching her kids play sports.
Rob is our Insurance Operations Associate. His key responsibilities include assisting with client servicing needs and being the connection with our insurance clients and the underwriting process. Rob has over 17 years of sales, customer service, and management experience. He has been with the team since 2021.
Rob is originally from Cambridge, WI. He currently resides in Janesville, WI. Rob received his Bachelor's degree in Business Management from the University of Wisconsin Whitewater, in 2005.
In Rob's free time, he enjoys boating, golfing, attending his niece's sporting events, and spending time with family and friends.
Sophia is our Director of Planning. Her main responsibilities include the development of a client’s financial plan, creating recommendations and coordinating the implementation of those recommendations during the onboarding process.
She received a Business Finance degree in 2019, as well as a Master of Business Administration in 2020 from the University of Wisconsin-Whitewater College of Business and Economics. She started with Northwestern Mutual in 2018 as a college intern and switched to an associate role soon after. Sophia joined kf. Wealth Management in February 2022.
Sophia is originally from Janesville, WI but spent most of her upbringing in Milton, WI. She currently resides in Janesville, WI with her fiancé and two cats.
Outside of work, she enjoys spending time with family & friends, traveling & trying new things when time permits.
Kevin is our Financial Planning Associate. His main responsibilities include gathering accurate client information while preparing Life Insurance applications. Kevin also guides our clients through the entire application process and submits all Life Insurance applications to the Underwriting department. Kevin has over 6 years of previous customer service and management experience. He has worked with David Finnemore’s team since February 2021.
In Kevin’s free time, he enjoys golfing, hanging out with friends & family, and fishing up north.
Brooke is a Director of Operations for kf. Wealth Management, where she plays a role in ensuring smooth and efficient day-to-day operations. In pursuit of further professional development, Brooke is currently working to obtain a professional designation. This certification demonstrates her dedication to enhancing her leadership skills and desire to provide exceptional service to clients. This aligns with her goals of reaching new heights in leadership and coaching, continuously striving to enhance her skills and inspire those around her. Outside of work, Brooke enjoys spending quality time with her family in the outdoors while camping and relaxing in nature.