Our advisors

Brent A Antti

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brent A Antti Visit Brent A Antti's website

Bryan Drager

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bryan Drager Visit Bryan Drager's website

Julie Gurkowski-Koehn

BFA, CRPC, APMA

Financial Advisor

Learn more about Julie Gurkowski-Koehn Visit Julie Gurkowski-Koehn's website

Joseph Mann

APMA

Financial Advisor

Learn more about Joseph Mann Visit Joseph Mann's website

Amy Vetrone

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Amy Vetrone Visit Amy Vetrone's website

Ben Hoppenrath

BFA, CLTC®, APMA

Financial Advisor

Learn more about Ben Hoppenrath Visit Ben Hoppenrath's website

Michael E Williams

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael E Williams Visit Michael E Williams's website

Tony Denk

CFP®, ChFC®

Financial Advisor

Learn more about Tony Denk Visit Tony Denk's website


Our team

Jaime Mueller

Jaime Mueller

Practice Manager,

Client Service Specialist

Qualifications

  • Associates Degree - Administrative Professional - Fox Valley Technical College
View more
Sophia Artus

Sophia Artus

Client Service Specialist

Michaela Swanke

Michaela Swanke

Intern

Megan LeMacher

Megan LeMacher

Office Manager

Debra Denk

Client Service Specialist

Olivia Rondeau

Receptionist