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.

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Click below for useful information from our affiliate Wipfli LLP on COVID-19

COVID-19 Resource center | Wipfli

Leadership

Jeff Pierce
Jeff Pierce
Principal, Chief Executive Officer
Jandy Rowe
Jandy Rowe
Principal, Chief Operating Officer
Rafia Hasan
Rafia Hasan
Principal, Chief Investment Officer
Julie Nichols
Julie Nichols
Principal, Chief Financial Officer
Craig Barlett
Craig J Bartlett
Head of Advisor Success

Investment Committee

Rafia Hasan
Rafia Hasan
Principal, Chief Investment Officer
Pat Brault
Patrick W. Brault
Principal, Senior Financial Advisor
Janice Deringer
Janice Deringer
Sunil Wahal
Dr. Sunil Wahal

Principals

Jeff Pierce
Jeff Pierce
Principal, Chief Executive Officer
Jandy Rowe
Jandy Rowe
Principal, Chief Operating Officer
Rafia Hasan
Rafia Hasan
Principal, Chief Investment Officer
Julie Nichols
Julie Nichols
Principal, Chief Financial Officer
Amy Libertoski
Amy Libertoski
Principal, Senior Financial Advisor
Dean Stange
Dean Stange
Principal, Director of Estate Planning
Lora Murphy
Lora Murphy
Principal, Senior Financial Advisor
Nate Wenner
Nate Wenner
Principal, Senior Financial Advisor
Pat Brault
Patrick W. Brault
Principal, Senior Financial Advisor
Scot Roche
Scot Roche
Principal, Senior Financial Advisor
Benjamin Hayes
Benjamin Hayes
Principal, Senior Financial Advisor
Jacob Harmsen
Jake Harmsen
Principal, Senior Financial Advisor
Jordan Mills
Jordan Lochner Mills
Principal, Senior Financial Advisor
Lane Steinberger
Lane Steinberger
Principal, Senior Financial Advisor
Shawn Meade
Shawn Meade
Principal, Senior Financial Advisor

Advisors

Rafia Hasan
Rafia Hasan
Principal, Chief Investment Officer
Julie Nichols
Julie Nichols
Principal, Chief Financial Officer
Amy Libertoski
Amy Libertoski
Principal, Senior Financial Advisor
Dean Stange
Dean Stange
Principal, Director of Estate Planning
Jim Quinlan
Jim Quinlan
Senior Financial Advisor
Lora Murphy
Lora Murphy
Principal, Senior Financial Advisor
Nate Wenner
Nate Wenner
Principal, Senior Financial Advisor
Pat Brault
Patrick W. Brault
Principal, Senior Financial Advisor
Scot Roche
Scot Roche
Principal, Senior Financial Advisor
Adam Netland
Adam Netland
Financial Advisor
Alexa Shulze
Alexa Schulze
Associate Advisor
Allison Kierzek
Allison Moeschberger
Financial Advisor
Amanda Molin
Amanda Molin
Financial Advisor
Amy L. Macal
Financial Advisor
Anthony Perillo
Anthony Perillo
Senior Financial Advisor
Ashley Klemann
Ashley Klemann
Associate Advisor
Benjamin Hayes
Benjamin Hayes
Principal, Senior Financial Advisor
Benjamin Jaeger
Benjamin Jaeger
Associate Advisor
Benjamin Meyers
Benjamin Meyers
Associate Advisor
Betsy Kocour
Betsy Kocour
Financial Advisor
Blake Faust
Blake Faust
Retirement Plan Services Leader
Brendan Wise
Brendan Wise
Associate Advisor
Brian Huey
Brian D. Huey
Senior Financial Advisor
David Burke Hallam
Burke Hallam
Financial Advisor
Cassandra McNulty
Cassandra McNulty
Financial Advisor
Claire Peterson
Claire Peterson
Associate Advisor
Cole Gustke
Cole Gustke
Financial Advisor
Derec Mieden
Derec Mieden
Financial Advisor
Devonee Kershner
Devonee Kershner
Senior Financial Advisor
Eric Flynn
Eric W. Flynn
Senior Financial Advisor
Evan Schumacher
Evan Schumacher
Financial Advisor
Hannah Nass
Hannah Nass
Financial Advisor
Jacob Harmsen
Jake Harmsen
Principal, Senior Financial Advisor
James Dyer
James Dyer
Associate Advisor
John Shevlin
John Shevlin
Financial Advisor
Jordan Mills
Jordan Lochner Mills
Principal, Senior Financial Advisor
Joe Young
Joseph Young
Financial Advisor
Josh McMahon
Josh McMahon
Associate Advisor
Kate Gillette
Kate Gillette
Financial Advisor
Kevin Paul
Kevin Paul
Financial Advisor
Kimberly Marchetti
Kimberly DeWane
Financial Advisor
Kyle Gensrick
Kyle Gensrick
Financial Advisor
Kyle Griffith
Kyle Griffith
Financial Advisor
Lane Steinberger
Lane Steinberger
Principal, Senior Financial Advisor
Leah Schmid
Leah Schmid
Senior Financial Advisor
Macie Zurfluh
Macie Zurfluh
Associate Advisor
Madeline Neumeier
Madeline Neumeier
Financial Advisor
Madison Merdian
Madison Merdian
Financial Advisor
Marshall Lund
Marshall Lund
Senior Financial Advisor
McKenna Girtz
McKenna Girtz
Financial Advisor
Micah Ballew
Micah Ballew
Financial Advisor
Missie Beach
Missie Beach
Senior Financial Advisor
Mitchell Guralski
Mitchell Guralski
Financial Advisor
Nathan Bodart
Nathan Bodart
Financial Advisor
Nathan Digmann
Nathan Digmann
Financial Advisor
Nate DeMeo
Nathaniel DeMeo
Senior Investment Associate
Nicole Johnson
Nicole Johnson
Financial Advisor
Nina Deschene
Nina Deschene
Associate Advisor
Noah Marell
Noah Marell
Senior Financial Advisor
Quincy Gerrits
Quincy Gerrits
Associate Advisor
Richard Shull
Richard F. Shull
Senior Financial Advisor
Robert Ducey
Robert Ducey
Associate Advisor
Ron Graziano
Ronald Graziano
Associate Advisor
Samantha Stark
Samantha Fitzgerald
Associate Development Coach
Sara Rookaird
Sara Sell
Financial Advisor
Shawn Meade
Shawn Meade
Principal, Senior Financial Advisor
Sierra Johnsrud
Sierra Schlesner
Associate Advisor
Stephanie Stoup
Stephanie Stoup
Associate Advisor
Timothy Larson
Timothy Larson
Retirement Plan Services Operations Specialist
Vincent Clark
Vincent T. Clark
Financial Advisor
Wes Gallenberger
Wesley Gallenberger
Associate Advisor
Zach Olson
Zachary Olson
Associate Advisor

Client Services

Beth Gillihan
Beth Gillihan
Client Service Manager
Blake Kleoppel
Blake Kleoppel
Senior Client Service Specialist
Jennifer Haynie
Jennifer Haynie
Client Service Representative
Jesika Cole
Jesika Cole
Team Lead
Jessica Hosmann
Jessica D. Hosmann
Client Services Representative
Julie Long
Julie Long
Client Service Specialist
Lisa Edwards
Lisa N. Edwards
Client Service Representative
Michelle Ogle
Michelle L. Ogle
Client Service Representative
Morgan Berendzen
Morgan L. Berendzen
Client Service Representative
Renee Miller
Renee E Miller
Client Service Representative
Sarah Bregman
Sarah Bregman
Senior Client Service Specialist

Operations

Brett Pophal
Brett Pophal
Trader
Brian McGunnigle
Brian P McGunnigle
Director of Operations
Joe Pagnusat
Joseph A. Pagnusat
CRM Data Manager
Karyn Camacho
Karyn Camacho
Wealth Operations Specialist
Kevin Calhoun
Kevin Calhoun
Investment Associate
Nate DeMeo
Nathaniel DeMeo
Senior Investment Associate
Ryan Seifer
Ryan M. Seifert
Trader
Sherry Bednarski
Sherry Pingel
Manager, Trader
Zack Godfrey
Zachary Godfrey
Wealth Operations Associate
Zola Clark
Zola Clark
Wealth Operations Associate

Compliance

Connie Redman
Connie Redman
Compliance Associate
Gennady Bekasov
Gennady Bekasov
Chief Compliance Officer

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Talent & Administration

Amy Hawkins
Amy Hawkins
Administrative Assistant
Melissa Genske
Melissa Genske
Executive Assistant
Nicole Meade
Nicole Meade
Senior Learning & Development Specialist

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