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
Financial Advisor
CLU®, CLTC, CHFC®, RICP®, AIF®
Brookfield, WI Office
Email John
John Augustine
Financial Advisor
CLU®, CLTC, CHFC®, RICP®, AIF®
Brookfield, WI Office
“I help people understand what they have so that we can be truly collaborative and work together to build a plan. Currently, “holistic planning” is a hot topic in our industry, but this has been our primary focus from the very beginning. We help people see how all the parts of the plan fit together.”
John is passionate about his mission and calling as a financial advisor. His focus is comprehensive financial life planning. He loves to help his clients realize their dreams, enjoy life, and be able to share and give back in meaningful ways. He wants all his clients to “live with passion and purpose, free from financial worry.”
John’s work ethic stems from his early life on a farm and later as an inner-city pastor in New York City and New Jersey. He has been a financial advisor since 1992 and has been an independent advisor since 2002. John’s experience, knowledge, and service to his clients have been recognized in the financial services industry through various awards and speaking opportunities.
As an independent financial consultant, John offers informed, impartial, and tailored guidance for each client. He is a life advisor who provides comprehensive, customized planning. John incorporates wealth management, long-term needs, risk management, income needs, and life goals in his planning process. John’s specialty is retirement income planning, and he is passionate about helping clients reach their goals and dreams.
John and his wife, Jenny, are the parents of three grown children. John is actively involved in church, community, family, and golf when time permits.
Jenny Augustine
Operations & Office Manager
Brookfield, WI Office
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Jenny Augustine
Operations & Office Manager
Brookfield, WI Office
“I love people who do what they love. Ron Howard said, ‘I’m getting paid to have an adventure’ and John and I feel the same way about what we do. I also love generous people, and the people we work with are generous, thoughtful and caring!”
As John’s spouse, Jenny has been involved in the business of Augustine Financial since its inception. Jenny has a master’s degree in social work from Hunter College in New York City and a BA from St. Olaf College in Minnesota. Jenny began working part-time with John’s financial services business when Jackie, their youngest child, started half-day kindergarten. Once she was able to work in their own business, meeting with people they love to work with, there was no going back.
Jenny is the “glue” in the Augustine Financial office and wears many hats. Primarily, Jenny works with human resources and insurance (and keeps John in line when she can). When she’s not in the office, Jenny loves to travel, but cherishes her time at home in Milwaukee where she can enjoy the beautiful view of Lake Michigan. She’s often found sharing coffee or wine with friends, participating in book clubs, reading, watching Netflix, and being in the company of her family.
Jenny has big life goals including learning the piano and guitar, painting, writing children’s books (and having Linda illustrate them), enjoying grandchildren, and exploring more of Europe.
Jenny and John both feel blessed to work in a business that they created alongside their staff.
Erin Christensen
Financial Advisor
AIF®, CES ™
Brookfield, WI Office
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Erin Christensen
Financial Advisor
AIF®
Brookfield, WI Office
“I love that I get to help people through all stages of wealth: accumulation, spending, and giving. Our clients feel like family and giving them the best service as I would with my own family is what is important to me.”
Erin joined Augustine Financial in March 2005 as a financial assistant. By 2019, her work ethic and dedication led her to becoming our first female advisor! Erin enjoys interacting with our clients whenever she can. She has a superpower ability to help people understand their financial plan. Behind the scenes, Erin oversees all aspects of account management including set-up paperwork, facilitating money transfers, income streams, and accumulation plans.
As a registered advisor, Erin is quite accomplished! She has an associates degree in accounting, she was the 2013 Commonwealth Financial Staff Member of the Year, and she obtained her AIF® registration in 2022!
Erin loves helping others and is particularly passionate about helping other women gain confidence and understanding of their financial plans. Erin is excited about taking on a new role as presenter in an upcoming Augustine Financial workshop for women. Stay tuned!
Erin and her husband Steve live in Muskego, WI – just two houses away from her childhood home where her parents still live! She is the proud mother of three sons and grandmother to a grandson who keeps her young! In her free time, she enjoys snowmobiling, riding with Steve on their Harley Davidson, traveling to Northern Wisconsin and Colorado, and spending time with their family and friends.
“I applied for this job back in 2005 because ‘sense of humor’ was listed in the job description. I love to make people smile and laugh – when people say ‘laughter is the best medicine’ that’s no joke! “
Linda Arshem
Client Relationship Coordinator
Brookfield, WI Office
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Linda Arshem
Client Relationship Coordinator
Brookfield, WI Office
“I love working with our clients! The people we work with are smart, inspiring, generous, and positive. They feel like family to me. I love learning their stories and what’s most important to them.”
Linda joined Augustine Financial in 2006. She is first friendly smile you will encounter when you stop by or call our office. She puts people at ease as they get started in the planning process. She loves helping people get organized – just ask her about how to have less paper! Her other responsibilities include scheduling regular client meetings, sending out important updates and e-newsletters as well as coordinating our client events.
Linda’s passion is connecting people. That’s why she loves being involved in planning our client events. Augustine Financial offers a variety of events throughout the year that follow the Plan, Enjoy, Share theme and Linda believes that these shared experiences, whether in person or virtual, are what make Augustine Financial unique.
Linda and her husband Jim reside in Merton, WI. They enjoy hiking segments of Wisconsin’s Ice Age Trail and golfing at local courses together. She also loves reading, sketching, cooking and spending time with their kids and grandkids.
Linda loves to collect quotes. A favorite is “I’ve learned that people will forget what you said, people will forget what you did. But people will never forget how you made them feel” Maya Angelou
Austin Finn
Financial Advisor
Brookfield, WI Office
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Austin Finn
Financial Advisor
Brookfield, WI Office
“I really enjoy being able to connect with our clients, hear their story, and help them understand they have a team to assist them with their financial plan. It is a great feeling to be able to help our clients through their financial questions, concerns, and worries. The best part about my job is to be able to hear the appreciation from our clients because of the plan they have in place that allows them to live freely.”
Austin has been with Augustine Financial since December 2018. He began his career with LPL Financial in June 2017, where he was a part of the pilot LPL Junior Advisor Program that provided intensive training and education. During that time, he obtained his FINRA Series 7, 63, and 65 securities registrations. He is dedicated to daily learning and understands that it is a lifelong process.
Austin graduated from the University of Wisconsin-Whitewater with a Bachelor of Business degree in 2017. While at UW-Whitewater, Austin was a pitcher for the Whitewater baseball team from 2013 to 2017. During that time, he was a member of two College World Series appearances and a member of the 2014 National Championship Team.
From a young age, Austin quickly learned to have a strong work ethic and worked to become a good saver by watching his parents work hard to run a small business. As a result, he was eager to get a head start financially and wanted to help others do the same. He realized that although everyone’s situation is different, everyone’s life is filled with financial decisions from start to finish. His hope is to be able to help give people the confidence to know they are financially secure and can live and enjoy the life they want because they have made educated financial decisions along the way.
When he’s not working, Austin is probably participating in or enjoying some type of sporting event. While he’s becoming more of a spectator than a participant these days, he still plays softball and golf in the summer. Otherwise, the Brewers, Bucks, and Packers keep his schedule pretty full throughout the year.
Daniel Schmidt
Financial Advisor
Brookfield, WI Office
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Daniel Schmidt
Financial Advisor
Brookfield, WI Office
“I look at financial planning a lot like sports. There are going to be obstacles that get in your way, but with a solid game plan, a great coach, and skilled team, you can achieve your goals.”
Dan has been with Augustine Financial since 2019. His background prior to Augustine Financial was in the insurance industry, both property and casualty, as well as life insurance. Since joining the Augustine Financial team, Dan has passed both his series 7 and series 66 examinations and is a licensed advisor. He enjoys meeting with clients and discussing the different pieces to their financial planning puzzles, whether it be investing, insurance, or something else!
Dan is an avid sports fan. His fandom towards the Packers is borderline extreme, along with strong loyalties to both the Bucks and the Brewers as well. When he’s not working, Dan enjoys spending time with his wife, Jackie, playing golf and basketball, and attending or watching as many sporting events as he can.
Jackie Augustine
Financial Assistant
Brookfield, WI Office
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Jackie Augustine
Financial Assistant
Brookfield, WI Office
“A self-identified storyteller, I revel in hearing clients’ stories and aspirations and doing my part to help them achieve their dreams. Life, to me, is about dreaming bigger, living better, and doing what you can to give back (in other words, planning, enjoying, and sharing). We’re dream weavers here.”
Jackie joined Augustine Financial shortly after earning her Bachelor of Arts degree from Alverno College in 2017. She connects with our clients through managing our social media accounts and optimizing our overall virtual visibility. Jackie uses her impeccable communication skills to greet clients; draft informational guides and manuals; take transcripts during meetings; and help in our marketing, party planning, and writing efforts whenever possible. Jackie holds her FINRA SIE, Series 7, and Series 66 securities registrations and is committed to a lifestyle of learning.
When people ask her what she does, Jackie loves to tell them about her dad and Augustine Financial founder, John. She says there’s the baseline stuff: that he’s a knowledgeable and dedicated independent financial advisor, but there are deeper things – he genuinely cares about his clients’ wellbeing and he’s great at what he does. (Clients often refer to him as a “financial therapist,” and Jackie sees this as an apt description.) She explains that John reminds her of Will Smith’s character Chris Gardner in the movie The Pursuit of Happyness, the premise being that true, abiding happiness lies in the journey forward and towards, and not in any one result. She likes to point out that her dad Pursuit of Happyness-ed his way from inner-city pastor to a sales agent to a leading agent in a company to the founder of his own company all in a matter of a few years. She is grateful to work with her parents and her husband Dan, and continues to focus on helping our clients achieve dreams that are as purposeful in their audacity as they are in their intention.
Jackie and Dan were married in 2020 and reside in Elm Grove. Jackie is active in the Village’s Junior Guild and appreciates the camaraderie and charitable components of the organization. She also has a fondness for the arts. In her spare time, Jackie enjoys listening to music (ask her about the latest Broadway musical if you really want to excite her), taking classes in dance and yoga, reading, writing, and all forms of travel.
Jeremy Lancour
Financial Paraplanner
Brookfield, WI Office
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Jeremy Lancour
Financial Paraplanner
Brookfield, WI Office
“I have a passion for helping people achieve their financial dreams. I enjoy working as a part of a team to help those around us. I grew up in a big family and have found working together is the best way to accomplish anything in life.”
Jeremy joined Augustine Financial in April of 2023. He has worked in the finance industry since 2014. His responsibilities include assisting the advisors in the office, updating client records, and preparing for client appointments. His goal is to make everyone’s life around him easier, which will lead to the best client experience possible.
Jeremy graduated from the University of Wisconsin-Milwaukee with a Bachelor of Business Administration-Finance degree in 2014. Outside of class, Jeremy was usually found in the student section at the Panther’s basketball games.
Jeremy grew up with three sisters and a twin brother. He married his wife, Carolyn, in September of 2020. They live in Muskego, WI with their son and two energetic rescue dogs. During his free time Jeremy loves playing softball, basketball, and pool along with gardening, fishing, and hunting. He and his wife love to give back and participate in charitable causes. They currently sponsor a family in Haiti consisting of a mother and her four children. Jeremy loves spending as much time with family and friends as possible.
Matt Zuleger
CERTIFIED FINANCIAL PLANNER™ Professional
West Bend, WI Office
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Matt Zuleger
CERTIFIED FINANCIAL PLANNER™ Professional
West Bend, WI Office
“I am so thankful to have gotten into this line of work. I am truly blessed for all the friendships I have made since starting in 1997. I enjoy being introduced and getting to know people, explaining to them what they already own, and then working together on creating a plan to achieve their goals. I also love to listen. I value the trust that people have in me.”
Matt has been doing comprehensive financial planning since 1997. Matt joined Augustine Financial in 2007. Matt enjoys guiding families through the financial planning process and helping them achieve their ever-changing goals while living with passion and purpose, free from financial worry.
Matt and his wife, Ann, reside in West Bend and have been married since December 28, 1996. He is the father of four and is actively involved in his church, Shepherd of the Hills (WELS) and the West Bend community. Matt currently serves as president for the West Bend Noon Rotary Club, is a member on an investment committee for Wisconsin Lutheran College and he loves to support small businesses in downtown West Bend.
Matt and his family enjoy spending time together. This includes taking annual vacations to see National Parks across the United States, taking a bike ride on the Eisenbahn State Trail through downtown West Bend, or doing LEGO builds at home. Matt was born and raised in Minnesota, so he bleeds purple. SKOL Vikings! Go Twins!
Sarah Krebs
Client Account Coordinator
West Bend, WI Office
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Sarah Krebs
Client Account Coordinator
West Bend, WI Office
“I enjoy getting to know our clients on a more personal level. It’s not just about the accounts they have with us. It’s about the relationships we have with them. I love hearing about their families and life happenings”
Sarah joined Augustine Financial in September 2017. She earned a bachelor’s degree in business and previously worked as an office manager, personal trainer, and in-home childcare provider. Sarah is the account coordinator for all new & existing accounts in the West Bend office.
Sarah and her husband, Ben, live in Jackson and have been married since 2009. They have a son, a daughter and 2 dogs. In her spare time, she loves to spend time with her family and friends, running ultra-marathons, hunting, biking, and baking. Sarah and her family love traveling and look forward to exploring all the national trails.
Peg Rechlicz
Client Relationship Coordinator
West Bend, WI Office
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Peg Rechlicz
Client Relationship Coordinator
West Bend, WI Office
“While I don’t have a background in the financial industry, I do have experience talking to people. Connecting with our clients on a personal level is my favorite part of the job.”
Peg joined Augustine Financial in September of 2017. Prior to her time with AF, she spent 21 years in law enforcement and 5 years as a church/school secretary. These positions provided a foundation of confidentiality that Peg uses where clients are concerned. Peg feels very blessed to be working with other Augustine Financial team members who are knowledgeable, caring and fun.
Peg enjoys spending time with her husband Justin, watching her son play baseball, watching Netflix/YouTube with her daughter, baking (especially at Christmas) and socializing with family and friends. Their dog Ellie completes the family and life wouldn’t be the same without her.
Sarah Schultz
Financial Services Assistant
West Bend, WI Office
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Sarah Schultz
Financial Services Assistant
West Bend, WI Office
“Honesty and loyalty are two important qualities for me, both personally and professionally. I am extremely blessed to be a part of this amazing team, as they are some of the most honest and loyal people I’ve ever met. I really enjoy getting to know our clients and helping them out in any way I can.”
Sarah joined Augustine financial in September 2021. Prior to her time with Augustine Financial, she was a certified pharmacy technician with Agnesian for 5 years and with Shopko for 20 years before that. She is a graduate of UW-Oshkosh, where she majored in human services and minored in business.
Sarah assists Matt, Sarah K, and Peg with the day-to-day workings of the West Bend office. She helps with setting appointments and some behind the scenes paperwork. She is still learning the job, as she is new to this industry, but says she is enjoying expanding her knowledge and getting to know our clients. Our clients who are in their golden years hold a special place in Sarah’s heart, as they fill a void left by the passing of Sarah’s grandparents.
Outside of work, she enjoys spending time with her husband, Troy, and two teenage kids. Some of her favorite things to do are hiking, boating, and vacationing. She especially loves the Carolinas and goes there every chance she gets! She also enjoys reading, doing puzzles, and spending time with their dogs, family, and friends.
Brookfield Office
West Bend Office
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Form CRS: Client Relationship Summary
