Meet the Team

John-Augustine
 

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

Independent Consultant

brookfield-location
 

Brookfield Office

Austin-Finn
 

Austin Finn

Independent Consultant

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Brookfield Office

Matt-Zuleger
 

Matt Zuleger, CFP®

CERTIFIED FINANCIAL PLANNER™

west-bend-location
 

West Bend Office

Jenny-Augustine
 

Jenny Augustine

Operations and Office Manager

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Brookfield Office

Jackie-Augustine
 

Jacqueline Augustine

Financial Services Assistant

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Brookfield Office

Sarah-Krebs
 

Sarah Krebs

Financial Services Assistant

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West Bend Office

Erin-Christensen
 

Erin Christensen

Client Service Advisor

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Brookfield Office

Dan-Schmidt
 

DANIEL SCHMIDT

Financial Services Assistant

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Brookfield Office

Peg-Rechlicz
 

Peg Rechlicz

Financial Services Assistant

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West Bend Office

Linda-Arshem

 

Linda Arshem

Client Services Coordinator

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Brookfield Office