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

Managing Director - Director, Branch - FAS, Senior Consulting Group

608-252-7503
Email | |

John R. Whalen, Jr., CIMA®

Vice President - Financial Advisor, Consulting Group

608-252-7502
Email | |

Garrett Jones, CFP®, CPFA®

Senior Financial Associate

608-252-7512

Nicholas Tancill, CPFA®

Financial Advisor

608-252-7517

Linda Hext

Senior Client Associate

608-252-7528
Email |

The Tancill Investment Group

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 Management Consultant


advisor

Wealth Planning Consultant


advisor

Wealth Strategist


advisor

Divisional Retirement Consultant