Our Associates

Our agency embodies the difference between hoping for something and achieving something. Attitude is everything. We are successful because our attitude is positive and we work tirelessly to bring you what you need. We believe in using our experience to help you anticipate life's financial challenges and our insight to help you make the right choices so that your needs, goals, and dreams become a reality.

team

Managing Director

Eric Lowder
Managing Director

Tel: 414-837-2663 Ext. 7276

Fax: 414-456-1791


Management Team

Ishmael Cardenas
Manager, Financial Services

Tel: 414-837-2646

Fax: 414-456-1791

Sandra Kalve
Manager, Financial Services

Tel: 414-837-2645

Fax: 414-456-1791

Andrew Lafontain
Manager, Financial Services

Tel: 414-456-1770

Fax: 414-456-1791

Jon Frederickson
Manager, Training and Development

Tel: 414-837-2667

Fax: 414-456-1791

Joe Stanislawski
Talent Acquisition Manager

Tel: 414-837-2659

Fax: 414-456-1791


Financial Professionals

Julie Douglas
Financial Planner

Tel: 262-395-2692

Fax: 262-395-2691

Joyce Wilson
Financial Planner

Tel: 262-605-9565

Fax: 262-605-0459

John Cullen
Financial Professional

Tel: 608-268-1640

Fax: 608-268-1643

Dan Fleming
Financial Professional

Tel: 262-395-2694

Fax: 262-395-2691

Ivan Garczynski
Financial Professional

Tel: 414-837-2637

Fax: 414-456-1791

Gene Gardner
Financial Professional

Tel: 414-837-2628 Ext. 7252

Fax: 414-456-1791

Gregory Garland
Financial Professional

Tel: 414-837-2640

Fax: 414-456-1791

Dan Guenther
Financial Professional

Tel: 262-201-4626

Fax: 262-201-4153

Dugan Hettich
Financial Professional

Tel: 414-456-1770

Fax: 414-456-1791

Ed Newman
Financial Professional

Tel: 262-522-0887

Fax: 262-522-0894

Vijay Raj
Financial Professional

Tel: 414-837-2660

Fax: 414-456-1791

David Rispalje
Financial Professional

Tel: 920-893-0010

Fax: 920-893-0012

Josh Satzer
Financial Professional

Tel: 608-268-1640

Fax: 608-268-1643

Benjamin Smith
Financial Professional

Tel: 414-543-3427

Fax: 414-543-0589

Grant Swinehart
Financial Professional

Tel: 414-456-1770

Fax: 877-840-7831

David Cedars
Financial Professional Associate

Tel: 414-456-1770

Fax: 414-456-1791

Travis Hauke
Financial Professional Associate

Tel: 715-843-0040

Fax: 715-843-0041

Kathryn Hess
Financial Professional Associate

Tel: 414-456-1770

Fax: 414-456-1791

Julie Kellner
Financial Professional Associate

Tel: 414-837-2634

Fax: 414-456-1791

James Peck
Financial Professional Associate

Tel: 414-456-1770

Fax: 414-456-1791

Luc Piessens
Financial Professional Associate

Tel: 414-456-1770

Fax: 414-456-1791

Edwin Wincek
Financial Professional Associate

Tel: 414-456-1770

Fax: 414-456-1791

Bob Applegate
Financial Professional Emeritus

Tel: 414-456-1770

Fax: 414-456-1791

Len Barian
Financial Professional Emeritus

Tel: 414-543-3427

Fax: 414-543-0589

Bob Buettner
Financial Professional Emeritus

Tel: 414-837-2622 Ext. 7235

Fax: 414-456-1791

Olimpo Gonzalez
Financial Professional Emeritus

Tel: 262-782-1010

Fax: 262-782-1919

Don Staude
Financial Professional Emeritus

Tel: 414-422-1810

Fax: 414-422-1779

Sue Tefft
Financial Professional Emeritus

Tel: 414-837-2630

Fax: 414-456-1791

Chase Claussen
Financial Advisor

Tel: 414-456-1770

Fax: 414-456-1791

Matt Cole
Financial Advisor

Tel: 414-456-1770

Fax: 414-456-1791

Delilah Dijamco, MBA
Financial Advisor

Tel: 262-476-5084

Fax: 262-476-5084

David Etheridge
Financial Advisor

Tel: 414-837-2648

Fax: 414-456-1791

Gregory Grocholski
Financial Advisor

Tel: 414-456-1770

Fax: 414-456-1791

Jeffrey Hoppenworth
Financial Advisor

Tel: 414-456-1770

Fax: 414-456-1791

Randy Husman
Financial Advisor

Tel: 920-233-0210

Fax: 920-233-0806

Josh Konkel
Financial Advisor

Tel: 262-641-9252

Fax: 262-641-9259

Ted Pawlowski
Financial Advisor

Tel: 920-346-2275

Fax: 920-346-2275

Brian Sandblom
Financial Advisor

Tel: 414-837-2631

Fax: 414-456-1791

Kurt Schummer
Financial Advisor

Tel: 414-837-2662

Fax: 414-456-1791

Kevin Sharping
Financial Advisor

Tel: 414-837-2712

Fax: 414-456-1791

Ralph Story
Financial Advisor

Tel: 262-796-0388

Fax:

Grant Uitti
Financial Advisor

Tel: 414-837-2626

Fax: 414-456-1791

Nathan Verbeten
Financial Advisor

Tel: 414-456-1770

Fax: 414-456-1791

Vanessa Welter
Financial Advisor

Tel: 414-837-2624

Fax: 414-456-1791


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