Meet The Augustine Financial Team

An Experienced Team You Can Count On

Life-long learners dedicated to long-lasting relationships

Augustine Financial is a multi-generational team dedicated to thoughtful and ethical financial planning and investing. Together, we offer a unique set of experiences and talents that foster an environment of collaboration and trust. We pull from our own experiences overcoming challenges and our years in the industry to create truly customized financial plans designed to help you plan, enjoy, and share your wealth.

Working Well. Together.

We have a tenured staff who’ve established long-term relationships and newer staff who bring fresh ideas as we look to the future. We’ve built a team of life-long learners who are committed to ongoing personal growth and professional development. Our goal is to provide you with the highest level of service possible.

Most importantly, we love what we do and the
relationships we build.

John Augustine

John Augustine
Financial Advisor
CLU®, CLTC, CHFC®, RICP®, AIF®
Brookfield Brookfield, WI Office
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Jenny Augustine

Jenny Augustine
Operations & Office Manager
Brookfield Brookfield, WI Office
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Erin Christensen

Erin Christensen
Financial Advisor
AIF®, CES
Brookfield Brookfield, WI Office
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Linda Arshem

Linda Arshem
Client Relationship Coordinator
Brookfield Brookfield, WI Office
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Austin Finn

Austin Finn
Financial Advisor
Brookfield Brookfield, WI Office
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Daniel Schmidt

Daniel Schmidt
Financial Advisor
Brookfield Brookfield, WI Office
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Jackie Augustine

Jackie Augustine
Financial Assistant
Brookfield Brookfield, WI Office
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Jeremy Lancour

Jeremy Lancour
Financial Paraplanner
Brookfield Brookfield, WI Office
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Matt Zuleger

Matt Zuleger
CERTIFIED FINANCIAL PLANNER Professional
West Bend West Bend, WI Office
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Sarah Krebs

Sarah Krebs
Client Account Coordinator
West Bend West Bend, WI Office
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Peg Rechlicz

Peg Rechlicz
Client Relationship Coordinator
West Bend West Bend, WI Office
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Sarah Schultz
Financial Services Assistant
West Bend West Bend, WI Office
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