Image of Molly Carlson

Molly Carlson, CTFA®, CWS®

Senior Vice President - Financial Advisor

920-343-4592 920-413-9108
Image of Mark Tumpach

Mark Tumpach, CFA

Senior Vice President - Financial Advisor, Portfolio Manager

920-661-7399 920-661-7399
Image of Larissa Plager

Larissa Plager

Client Associate

920-634-5830

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dean Deutz, CFP®

Echelon Wealth Strategist


Tom Evans

Sr. Associate Wealth Strategist


Steven Thyken

Trust Consultant


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