Christopher Tancill

Christopher W. Tancill, AIF®, AWM, CPFA®

Managing Director - Branch Director, Senior Portfolio Director Group

608-252-7503
Email | |
Garrett Jones

Garrett Jones, CFP®, CPFA®

Financial Advisor

608-252-7512
Nicholas Tancill

Nicholas Tancill, CPFA®

Financial Advisor

608-252-7517
Linda Hext

Linda Hext

Senior Client Associate

608-252-7528
Email |

Ginny Lundstrom

Client Associate

608-252-7516

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