Team Members

Financial Advisor

Founding & Managing Partner

CEO & Founder

ETF/SMA Specialist

Founder & Marketing Consultant

Owner

Program Manager

Operator

Principal

SVP Strategy & Business Development

​

Advisor Consultant

New Home Specialist

Loan Officer

Co-Owner

Realtor

Financial Advisor (CFP)

Business Development Manager

Dentist & Owner

President / Owner

Executive Vice President of P&C

Curt and Sue Culver Professor of Economics

Owner

Partner

Partner

President & Project Developer

Senior Vice President

Director, Digital & Financial Transformation

Producing Area Manager

Owner & Broker

Senior Mortgage Consultant

Owner

Owner

Financial Advisor

Vice President

Vice President of Sales

Implementation Executive

Founder

Private Wealth Advisor

Owner

Wealth Management Advisor

​

Vice President, Strategic Risk Advisor

Owner / Founder / General Contractor

Partner

Owner

Founder / Board Chair

Owner

Co-Founder, Partner

Owner / Wealth Management Advisor

Founder & Chairman

Commercial Leasing & Sales

President & Partner

Owner & Realtor

​

CFO

Retired

President / CEO

Managing Partner | Financial Advisor

Principal - Manufacturing Industry Leader

Realtor / Broker

Vice President

Founder

Chief Commercial Officer

Principal Broker / Developer

Chairman & CEO

Senior Financial Advisor

Director of Sales & Marketing

Producing Branch Manager

Owner

Senior Partner

Cocoa Manager

Business Coach, EOS Implementor, & Keynote Speaker

Sales Manager

Managing Partner

Founder, Speaker, & Coach

COO & Co-Owner

Vice President

Senior University Legal Counsel

Financial Advisor

Founder & Wealth Advisor

President

McFarland, Wi

Madision, WI

Producing Branch Manager

Partner

Owner

Owner

Managing Partner

President

Broker Associate