Broker Check

Team

We celebrated 25 years in business in 2017

Our team holds some of the highest industry designations, including being MBAs, CFP® professionals, and Chartered Retirement Planning Counselors. This allows us to serve our clients with a high level of professionalism and knowledge.

 
Doug Gjerde

Doug Gjerde, MBA, CFP®

Partner and Financial Advisor

(920) 435-8436

(920) 430-3075

Jeremy T. Weller

Jeremy T. Weller, CRPC®

Partner and Financial Advisor

(920) 435-8436

(920) 430-3075

Chris Schuler

Chris Schuler, MBA

Partner and Financial Advisor

(920) 435-8436

(920) 430-3075

Andrew E. Hanson

Andrew E. Hanson

Partner and Financial Advisor

(920) 435-8436

(920) 430-3075

Deanna C. Roeger

Deanna C. Roeger

Registered Administrative Assistant

(920) 435-8436

(920) 430-3075

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