Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo

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Advisors

Paul Jackson

Branch Manager

Vice President
Visit Paul Jackson's website

Katie Braun

APMA

Financial Advisor

Vice President
Visit Katie Braun's website

Bob DiDonato

CIMA®

Private Wealth Advisor

Managing Director
Visit Bob DiDonato's website

Gary Dunco

CFP®, CFA®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gary Dunco's website

Scott Owen Jenson

Financial Advisor

Vice President
Visit Scott Owen Jenson's website

Christine M King

CFP®, CRPC, CDFA®, CKA®

Private Wealth Advisor

Vice President
Visit Christine M King's website

Jeffrey Loiselle

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Jeffrey Loiselle's website

Ann Massaro DiDonato

CFP®, APMA

Financial Advisor

Associate Vice President
Visit Ann Massaro DiDonato's website

Wayne A Miller

CRC®

Financial Advisor

Associate Vice President
Visit Wayne A Miller's website

Scott A Latzke

CFP®

Private Wealth Advisor

Managing Director
Visit Scott A Latzke's website

Mark Filla

CIMA®

Financial Advisor

Managing Director
Visit Mark Filla's website

Debrah Oelke

Financial Advisor

Managing Director
Visit Debrah Oelke's website

Thomas Klug

Financial Advisor

Vice President
Visit Thomas Klug's website

Jim Cotturone

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jim Cotturone's website


Team

Thomas Chappelle

Thomas Chappelle

Registered Client Service Associate,

Financial Planning Specialist

Roles & Responsibilities

  • Registered Support for Bob DiDonato, Ann Massaro and Tom Hille
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Irina Dianov

Irina Dianov

Registered Operations Leader

Roles & Responsibilities

  • All Support Staff reports to Irina
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Laurie Meissner

Laurie Meissner

Registered Client Service Associate

Roles & Responsibilities

  • Registered Support for Debrah Oelke, Jeffrey Loiselle & Wayne Miller
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Dawn Boegel

Dawn Boegel

Registered Client Service Associate

Roles & Responsibilities

  • Registered Support for Greg Schauer, Mark Filla & Scott Latzke
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Chandra Hackett

Chandra Hackett

Registered Client Service Associate

Roles & Responsibilities

  • Registered Support for Greg Schauer, Scott Latzke & Mark Filla
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Renate Capek

Renate Capek

Client Service Associate

Mary Williams

Registered Client Service Associate

Roles & Responsibilities

  • Registered Support for Pamela Grether
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Gayle Glodoski

Client Service Coordinator

Qualifications

  • Series 7, 9, 10, 63 & 65 WI Life & Health
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Alexandra Bown

Alexandra Bown

Client Service Associate