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.