Meet the Team

John
 

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

Independent Consultant

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Brookfield Office

Bill
 

Bill Auble

Independent Consultant

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Brookfield Office

 

Matt
 

Matt Zuleger, CFP®

CERTIFIED FINANCIAL PLANNER™

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West Bend Office

Jenny
 

Jenny Augustine

Operations and Office Manager

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Brookfield Office

Austin
 

Austin Finn

Independent Consultant

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Brookfield Office

Sarah
 

Sarah Krebs

Financial Services Assistant

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West Bend Office

Erin
 

Erin Christensen

Service Advisor

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Brookfield Office

Jackie
 

Jacqueline Augustine

Client Services Coordinator

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Brookfield Office

Peg
 

Peg Rechlicz

Financial Services Assistant

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West Bend Office

Linda
 

Linda Arshem

Client Services Coordinator

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Brookfield Office