John Augustine
CLU, ChFC, AIF®
John Augustine has been a financial consultant since 1992. Originally from Iowa, John lived and worked in New York and New Jersey for nine years. John entered into the financial services industry in 1993. He worked for both Prudential and Lutheran Brotherhood before moving to Milwaukee in 1998.
It was here that he started Augustine Financial, independent consultants, in 2002. His experience, expertise, and service to his clients has been recognized in the financial services industry. As an independent consultant, John works for the client, not a brokerage or insurance company and is able to offer informed, unbiased guidance with many different choices and options. He investigates each product thoroughly and keeps up-to-date on industry changes so that he can provide the best possible solutions for each client's needs. John is a "life" adviser who can help with comprehensive and customized life planning. This includes wealth management, long term needs, risk management, income stream & life goals. He is passionate about helping clients reach their goals and dreams. John and his wife Jenny have been married for 25 years. He is the father of three young adults. John is actively involved in his community and church and enjoys travel, golf, and spending time with his family.
Matt Zuleger
Independent Consultant
Matt has been a financial consultant for over 13 years. Matt graduated from Wisconsin Lutheran College in 1996 obtaining a Business Major with an emphasis in Finance. Matt entered the financial services industry in 1997 working for Lutheran Brotherhood, which became Thrivent Financial. Matt joined Augustine Financial, LLC, in May 2007 and enjoys working closely with John in planning.
As an independent consultant and Investment Adviser Representative of Commonwealth Financial Network, Matt works to provide people with a financial plan that is tailored specifically to their unique situation. Matt and his wife Ann reside in West Bend. He is the father of four and is actively involved in his church & community. Matt has recently served as church treasurer and youth discipleship chair. He coaches West Bend Little League and grade school basketball. He and Ann enjoy being active in sports and watching their children grow.
Dave Garrow
Independent Consultant
Dave has been a financial consultant for 14 years. Originally from Michigan, Dave graduated from Concordia University Chicago and began a 12 year career teaching high school. In 1992 Dave and his family moved to Milwaukee where he taught, coached and was athletic director at Milwaukee Lutheran High School. It was in 1997 that he entered the financial services industry with Lutheran Brotherhood, now known as Thrivent Financial.
Dave recently joined Augustine Financial, LLC in August of 2011 and is excited to return to the independent financial world to better serve his client's overall planning needs by offering unbiased and objective financial guidance. Dave's strength is listening to the client's concerns and goals and working in a collaborative relationship with them to help achieve their goals. He is excited to join an already successful financial firm with great support and creativity and help the team serve our clients. Dave and his wife Lynn have been married 26 years and reside in Germantown where they raised their three daughters. Dave has been active in his church and community and enjoys family time and staying active in various sports, such as golf, softball, and raquetball.
Jenny Augustine
Operations & Office Manager Jenny is responsible for the running of the office. She is a registered assistant and works closely with the staff and clients, specializing in risk management issues. She has had her life, health licensing and securities registrations for over 12 years and has worked with the business since 1995. After graduating with her Masters in Social Work in 1988 in NYC, she worked in the social work field as well as with their business in New York, New Jersey and Wisconsin.
She enjoys spending time with her family, friends and groups she is involved with.
Erin Christensen
Client Account Manager Erin joined Augustine Financial in March 2005. She has a degree in accounting and previously worked for a small company doing accounting, designing, and engraving plaques. Erin assists the advisors in all aspects of account management. She manages the processing and follow up of paperwork and servicing of client accounts. She works closely with companies and clients to ensure timely service delivery. She also assists with technology needs as they arise. Erin is married and has three sons. She enjoys watching her boys play baseball, 4-wheeling up north, snowmobiling and cheering on her Milwaukee Brewers.
Linda Arshem
Client Services Coordinator
Linda joined Augustine Financial in 2006. She has a marketing degree from Northern Illinois University, and previously worked in the publishing industry prior to her transition into the financial services field. Linda specializes in marketing and client communications. She coordinates educational seminars, client appreciation events and assists with the scheduling and preparation of client review meetings. She assists the advisors in getting pertinent information communicated to clients in a timely manner, and helps to develop materials, newsletters, brochures and website content.
Linda and her husband Jim live in Merton, WI and have two teenage sons. She is active in her church and community. Her interests include reading, golf, walking and spending time with family & friends.
|
