Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Mark A Karpfinger

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Mark A Karpfinger's website

Jeffrey Petrus

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jeffrey Petrus's website


Team

Jared Matheny

Jared Matheny

Financial Planning Assistant

Personal Intro

Hello, I grew up in Hartland, WI where I attended Arrowhead High School. After graduating in 2022 from UW-La Crosse I have been working for Ameriprise back close to home. In my free time I Enjoy golfing, hiking, traveling to state and national parks as well as enjoying the beautiful lakes and Northwoods of Wisconsin in the summer.

Qualifications

  • Bachelor of Science - Finance, University of Wisconsin-La Crosse, La Crosse, WI

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Markelle M. Walbrun

Office Manager

Spencer Szydel

Financial Planning Assistant