Extended Team

Your trust. Our expertise.

“The Team Behind our Team” is a carefully selected group of subject matter experts with whom we work. These individuals are specialists in their fields and serve as our key resources to help evaluate specific challenges and devise appropriate recommendations for our clients.

Milwaukee Partners

Jackson Barefoot

Jackson Barefoot

Business Owner Solutions

Kelsey Clair

Tax Planning

Nic Reisenbichler

Nic Reisenbichler

Investment Products

Rick Holman

Estate Planning

Sascha Schreiber

Wealth Planning

Stephanie Quick

Wealth Planning

Tim Steffen CPA-PFS, CFP®, CPWA®

Tim Steffen CPA-PFS, CFP®, CPWA®

Director of Tax Planning

Local Partners

Insight Accounting Group

Insight Accounting Group

Mike Trippel

Mike Trippel

Partner, Thorne Grodnik, LLP

VanderVeen Elder Law, LLC