About Us

Helping You Lead <br/>A Life Of Fulfillment

Helping You Lead
A Life Of Fulfillment

Augustine Financial was founded in 2006 with a mission to inspire others to live with passion and purpose, free from financial worry. Our aim is to help individuals live out their dreams by fostering understanding and confidence in their financial plans. We are driven by core values of integrity, caring, family, community, education, and giving back. At our firm, our primary goal is to walk with you as life unfolds and to help you enjoy the journey.

Brookfield Team

John Augustine

John Augustine CLU®, CLTC, CHFC®, RICP®, AIF®

Financial Advisor Brookfield, WI Office

Jenny Augustine

Jenny Augustine

Operations & Office Manager Brookfield, WI Office

Erin Christensen

Erin Christensen AIF®

Financial Advisor Brookfield, WI Office

Austin Finn

Austin Finn CFP®

CERTIFIED FINANCIAL PLANNER® Professional Brookfield, WI Office

Jackie Augustine

Jackie Augustine

Financial Assistant Brookfield, WI Office

Jeremy Lancour

Jeremy Lancour FPQP®

Financial Advisor FPQP® Brookfield, WI Office

Garrett Wilson

Garrett Wilson

Financial Paraplanner Brookfield, WI Office

Jacob Augustine

Jacob Augustine

Financial Paraplanner Brookfield WI Office

West Bend Team

Matt Zuleger

Matt Zuleger CFP®

CERTIFIED FINANCIAL PLANNER® Professional West Bend, WI Office

Sarah Krebs

Sarah Krebs

Financial Paraplanner West Bend, WI Office

Peg Rechlicz

Peg Rechlicz

Client Relationship Coordinator West Bend, WI Office

Sarah Schultz

Sarah Schultz

Risk Management Coordinator West Bend, WI Office

Isaiah Zuleger

Isaiah Zuleger

Financial Services Assistant West Bend, WI Office

Ann Zuleger

Ann Zuleger

Communications Coordinator West Bend, WI Office

262-429-1555

A Look Into Our Process

At Augustine Financial, we believe in a collaborative process. We invite you to plan with confidence, enjoy the journey, and share in giving back. Your story and path are unique, and we are here to walk through your journey together. Let’s plan it together, ensuring that each step is aligned with your aspirations.


Step 1: Discovery

Every journey begins with a story. In our discovery phase, we take the time to listen and understand your narrative. Together, we take inventory of your current financial situation and map out a comprehensive plan tailored to your goals.

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Step 2: Solutions

With a clear plan in place, we move to the solutions phase. Here, we take action, implementing strategies that align with your objectives. We remain flexible, adjusting the plan as needed, and create a timeline that supports your vision.

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Step 3: Confidence

The ultimate goal is confidence. We want you to live well, share your successes, and give back to your community. At Augustine Financial, we advocate for your financial well-being, ensuring you feel empowered every step of the way.

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Join us at Augustine Financial, where we blend expertise with empathy, guiding you toward a future filled with possibility.

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Ready To Get Started?

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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