James Kieckhaefer, AIF®, CPA*

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

262-420-1401
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Kurt Kuettel

First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

262-420-1403

Ryan Kieckhaefer, AIF®, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

262-420-1402

Breanna Strerath

Senior Registered Client Associate

262-420-1405

Margo Bentzler

Senior Financial Associate

262-420-1404

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.

advisor

Wealth Strategist


advisor

Trust Consultant


advisor

Wealth Management Banker


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