Our Team

Our people are the foundation of our client-centric approach and advisory model. Our financial advisors and staff are passionate about helping people successfully manage their financial lives and building solid relationships with our clients. Everything we do is grounded in our core values and investment philosophy.  We count on each team member to consistently deliver high quality service and demonstrate the value of our principles and philosophy.

Meet our team.

Name

Alex Schremp

Associate Advisor
Wausau
715.845.3111
Advisory Staff

Amanda Liberatore

Marketing Copyeditor
Chicago
888-520-3040
Marketing

Amanda Molin

Associate Advisor
Wausau
715.845.3111
Advisory Staff

Amy L. Libertoski

Principal, Senior Financial Advisor
Wausau
715.845.3111
Advisory Staff, Principal

Andrew Harkin

Operations Associate
Redwood City
650.620.3040
Operations

Anthony Perillo

Financial Advisor
Milwaukee
414.431.9300
Advisory Staff

Ben Watson

Technology Manager
San Francisco
888-520-3040
Operations

Benjamin Hayes

Principal, Senior Financial Advisor
Green Bay
920.662.0016
Advisory Staff, Principal

Beth Gillihan

Client Service Representative
Kansas City
888-520-3040
Client Service

Blake Faust

Financial Advisor
Duluth
218.722.4705
Eau Claire
715.832.3407
La Crosse
608.784.7300
Minneapolis
952.548.3400
St. Paul
651.636.6468
Advisory Staff

Brad Mueller

Principal
Madison
608.274.1980
Advisory Staff, Principal, Management Team, Strategic Leadership

Brendan Gallagher

Digital Content Strategist
Chicago
888-520-3040
Marketing

Carolyn Kelly

Financial Advisor
Redwood City
650.620.3040
San Francisco
888-520-3040
Advisory Staff

Cary Rogers

Client Service Specialist
San Francisco
888-520-3040
Client Service

Cassandra Latsios

Financial Advisor
Media
888-831-6677
Philadelphia
888-831-6677
Advisory Staff

Chelsea Blakeley

Client Service Specialist
Redwood City
650.620.3040
Client Service

Chris Anderson

Senior Operations Associate
Redwood City
650.620.3040
Operations

Christina Gann Munguia

Associate Advisor
Redwood City
650.620.3040
San Francisco
888-520-3040
Advisory Staff

Christine Armstrong

Family Office Specialist
Green Bay
920.662.0016
Advisory Staff

Clay Iwanaga-Friedman

Compliance Associate
Redwood City
650.620.3040
Compliance

Connie Roedel

Private Client Services
Milwaukee
414.431.9300
Advisory Staff

Daniel Holdridge

Associate Advisor
Green Bay
920.662.0016
Advisory Staff

Dean T. Stange

Principal, Senior Financial Advisor
Madison
608.274.1980
Advisory Staff, Principal

Denise Rodriguez

Insurance Operations Associate
Boca Raton
888.520.3040
Operations

Derec Mieden

Associate Advisor
Wausau
715.845.3111
Advisory Staff

Derek France

Operations Associate
Redwood City
650.620.3040
Operations

Dillon Craig

Senior Operations Associate
San Francisco
888-520-3040
Operations

Eric Donner

Senior Financial Advisor
Boca Raton
888.520.3040
Advisory Staff

Erika Young

Director of Employer Plan Services
Madison
608.274.1980
Advisory Staff

Gennady Bekasov, MBA

Chief Compliance Officer
Madison
608.274.1980
Compliance

Geri Hastings

Staff Accountant
Milwaukee
414.431.9300
Finance & Administration

Gloria Klimeck

HR Generalist
Milwaukee
414.431.9300
Finance & Administration

Greg Sintow

Principal, Regional Director
Green Bay
920.662.0016
Advisory Staff, Principal

Gretchen Halpin

Principal, Chief Strategy Officer
Chicago
888-520-3040
Principal, Management Team, Strategic Leadership, Marketing

Jandy Rowe

Principal, Director of Client Service
Kansas City
888-520-3040
Client Service, Principal

Jedd Nicolas

Financial Advisor
Redwood City
650.620.3040
San Francisco
888-520-3040
Advisory Staff

Jennifer McEachin

Marketing Associate
Chicago
888-520-3040
Marketing

Jesika Cole

Client Service Representative
Kansas City
888-520-3040
Client Service

John Bussel

Principal, Chief Investment Officer, Regional Director
Miami
305.358.5941
Advisory Staff, Principal, Strategic Leadership

Jojo Li

Associate Advisor
Redwood City
650.620.3040
Advisory Staff

Jordan Lochner Mills

Senior Financial Advisor
Minneapolis
952.548.3400
Advisory Staff

Julie Honness

Graphic Designer
Chicago
888-520-3040
Marketing

Julie Brown

Client Service Specialist
Kansas City
888-520-3040
Client Service

Julie Nichols

Principal, Chief Financial Officer, Senior Financial Advisor
Milwaukee
414.431.9300
Principal, Management Team, Strategic Leadership, Finance & Administration

Ka-Tye Koo

Principal, Operations Manager
Redwood City
650.620.3040
Principal, Operations

Karl Schwartz

Principal, Senior Financial Advisor
Media
888-831-6677
Miami
305.358.5941
Philadelphia
888-831-6677
Advisory Staff, Principal

Katie Calagui

Director of Talent Management
Redwood City
650.620.3040
Management Team

Kevin C. Paul

Financial Advisor
Media
888-831-6677
Philadelphia
888-831-6677
Advisory Staff

Kimberly Velasco

Associate Advisor
Rockford
815.399.7700
Advisory Staff

Kris Mauger

Senior Client Service Specialist
Redwood City
650.620.3040
Client Service

Lacey Fisher

Associate Advisor
Milwaukee
414.431.9300
Advisory Staff

Leah Schmid

Associate Advisor
Madison
608.274.1980
Advisory Staff

Logan Freidel

Associate Advisor
Minneapolis
952.548.3400
Advisory Staff

Lora Murphy

Principal, Senior Financial Advisor
Buffalo Grove
847.941.0100
Chicago
888-520-3040
Milwaukee
414.431.9300
Northbrook
847.205.4700
Advisory Staff, Principal

Maria Patrick

Retirement Services Coordinator
Westchester
630.928.1455
Client Service

Mark Albers

Senior Financial Advisor
Appleton
920.739.6500
Green Bay
920.662.0016
Advisory Staff

Marshall Lund

Associate Advisor
Milwaukee
414.431.9300
Advisory Staff

Martha Post

Principal, Chief Operating Officer
Redwood City
650.620.3040
Principal, Management Team, Strategic Leadership, Operations

Mary Jo Galle

Insurance and Brokerage Operations Manager
Madison
608.274.1980
Operations

Megan Olson

Financial Advisor
Minneapolis
952.548.3400
Advisory Staff

Michele Connick

Reporting Analyst
San Francisco
888-520-3040
Operations

Mikhael Balachov

Principal, Director of Operations
San Francisco
888-520-3040
Operations, Principal

Nate Wenner

Principal, Regional Director
Minneapolis
952.548.3400
Advisory Staff, Principal, Management Team

Noah Marell

Financial Advisor
Minneapolis
952.548.3400
Advisory Staff

Paola Ramos

Financial Advisor
Redwood City
650.620.3040
San Francisco
888-520-3040
Advisory Staff

Patrice Cresci

Principal, Regional Director
Redwood City
650.620.3040
San Francisco
888-520-3040
Advisory Staff, Principal

Patrick W. Brault

Principal, Regional Director
Duluth
218.722.4705
Eau Claire
715.832.3407
La Crosse
608.784.7300
Minneapolis
952.548.3400
St. Paul
651.636.6468
Advisory Staff, Principal

Patrick Krieger

Associate Advisor
Minneapolis
952.548.3400
St. Paul
651.636.6468
Advisory Staff

Rachel Acosta

Office Coordinator
Redwood City
650.620.3040
Finance & Administration

Rafia Hasan

Director of Investments, Financial Advisor
Northbrook
847.205.4700
Westchester
630.928.1455
Advisory Staff

Roger Hewins

President
Miami
305.358.5941
Redwood City
650.620.3040
San Francisco
888-520-3040
Principal, Management Team, Strategic Leadership

Ryan McGuire

Financial Advisor
Madison
608.274.1980
Advisory Staff

Samantha Stark

Associate Advisor
Green Bay
920.662.0016
Advisory Staff

Sara Strohmaier

Associate Advisor
Minneapolis
952.548.3400
Advisory Staff

Scot P. Roche

Principal, Regional Director
Rockford
815.399.7700
Tinley Park
708.614.1166
Advisory Staff, Principal

Sergio Campos

Technology Associate
Redwood City
650.620.3040
Operations

Shaina Nonato

Marketing Research & PR Coordinator
Chicago
888-520-3040
Marketing

Thuong Thien

Senior Financial Advisor
Redwood City
650.620.3040
San Francisco
888-520-3040
Advisory Staff