The People Behind Your Plan

Behind every client relationship is a coordinated team of professionals dedicated to every financial plan. We bring together a wide range of expertise, perspectives, and experience to see your finances and personal situation from every angle. Together, we’ll help you make the most of what you’ve built.

Leadership

Firm-Wide

Andy Peters

President, Managing Partner, Wealth Advisor

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Firm-Wide

Jason Ranallo

Head of Operations, Wealth Advisor, Partner

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Firm-Wide

Mike Cerniglia

Head of Business Development

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Minneapolis Office

Sharon Calhoun

Managing Director, Partner, Wealth Advisor

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Milwaukee Office

Ali Cali

Managing Director, Partner, Wealth Advisor

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Madison Office

Adam Peters

Managing Director, Wealth Advisor

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Advisory

Minneapolis Office

Thomas Fee

Founding Partner, Wealth Advisor

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Milwaukee Office

Daniel Glaser

Founding Partner, Wealth Advisor

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Madison Office

Jon Goldstein

Founding Partner, Wealth Advisor

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Milwaukee Office

Joel Hassler

Founding Partner, Wealth Advisor

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Milwaukee Office

Sam Verhulst

Wealth Advisor, Portfolio Manager, Partner

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Madison Office

Jack Van Dyke

Wealth Advisor, Planning Lead

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Madison Office

Joe Greene

Wealth Advisor

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Minneapolis Office

Joseph Grochowski

Wealth Advisor

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Minneapolis Office

Charlie Gruys

Wealth Advisor

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Madison Office

Adam Hanewall

Wealth Advisor

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Madison Office

Kyle Kerkenbush

Wealth Advisor, Portfolio Manager

Madison Office

Taylor Knutson

Wealth Advisor

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Minneapolis Office

David Moser

Wealth Advisor

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Minneapolis Office

Michael Nesheim

Wealth Advisor

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Minneapolis Office

Elena Dant Robelia

Wealth Advisor

Madison Office

Lisa Spadoni

Wealth Advisor

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Minneapolis Office

Christopher Wagner

Wealth Advisor

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Operations

Firm-Wide

Suzanne Klapperich

Head of Client Services

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Firm-Wide

Brittany Nyenhuis

Head of Client Experience, Tax Administrator

Firm-Wide

Keith Lehnherr

Business Development Director

Madison Office

Chris Bennett

Client Service Specialist

Minneapolis Office

Jack Bina

Portfolio Specialist

Minneapolis Office

Jake Fee

Portfolio Specialist

Minneapolis Office

Georganne Gabrielle

Client Service Specialist

Milwaukee Office

Zack Garrity

Client Concierge

Madison Office

Jack Gausewitz

Portfolio Specialist

Madison Office

Bailey Greene

Planning Specialist

Madison Office

Michelle Greene

Client Service Manager

Madison Office

Morgan Hewitt

Systems Manager

Milwaukee Office

Julie Inman

Planning Specialist

Madison Office

Jagdeep Kaur

Client Service Manager

Minneapolis Office

Gabrielle Laliberte

Client Concierge

Minneapolis Office

Ethan Linder

Planning Specialist

Minneapolis Office

Carla Muff

Client Service Manager

Madison Office

Ethan Neuens

Planning Specialist

Madison Office

Lucas Petzold

Tax Lead

Minneapolis Office

Jacob Ranallo

Portfolio Manager

Madison Office

Katie Richard

Client Concierge

Madison Office

Cate Stroot

Client Service Manager

Minneapolis Office

Kate Winton

Client Service Specialist

Milwaukee Office

Patti Wold

Client Service Specialist

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