PAST FEATURED AFFILIATES
Debra Melvin has been in the financial planning industry for 19 years. She is a Certified Divorce Financial Analyst for women and founder of the Women’s Financial Education Community. Her passion is financial education and planning for women. From a female perspective, Deb helps her clients navigate through the financial uncertainty that divorce can create in their lives.
Here are the ways she can help attorneys and their female clients:
• Help evaluate what certain divorce options will mean for her long term financial plan
• Perform a financial plan so that she is aware of what she needs to do after this big life change to be able to retire
• Help her feel comfortable with her investments
• Help her make financial decisions like should I pay cash for my new house or take out a mortgage
Deb strives to help women feel confident as they move forward in their new financial lives.
Debra's Website | Debra's eMail
Jeremy Doering is the CEO/Broker of Doering & Co. Real Estate. With over eighteen years of experience, Jeremy has helped families - including divorcing couples - sell their homes. Jeremy and his colleagues provide collaborative teams and clients access to a full-service Real Estate company consisting of professional agents, a licensed general contractor, an interior designer, and a marketing director. In addition, Doering & Co. utilizes a performance-based platform software that holds them accountable for the suggested list price of the home. If the home sells for less than an agreed upon value, they reduce their commission to protect your client.
After working in the mortgage and real estate business in three states for a decade, Jeremy returned home to Wisconsin and created his firm in Waterford in 2011. His firm is about to open a second location in Elm Grove. A graduate of UW-Whitewater, Jeremy was a successful college athlete and is a football coach in Waterford. He resides in Elm Grove with his wife Tracy and son and daughter. Jeremy became a CFLCW Affiliate Member in 2017.
Jeremy’s Directory Profile | Jeremy's Website | Jeremy's eMail
Jim Cotturone is a Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional with Ameriprise Financial in Brookfield, WI. In the nearly 10 years Jim has been a CFLCW affiliate, he has enjoyed the opportunity to enhance the collaborative process and serve clients dealing with financial uncertainty. When brought into an active case, Jim’s role is to advise a party in need of additional financial advice to evaluate the impact various property division options will have, to help them achieve a financial perspective during the divorce process and gain a better level of understanding and acceptance with regard to their settlement and what their post-divorce financial situation will be. If the client chooses, Jim can continue to provide his services post-divorce. In cases where a Financial Neutral is involved, Jim’s role is complementary to the overall effort.
Jim is also able to work with a party coming out of the divorce process to help them manage their finances by gathering & analyzing information. Jim helps them identify goals and prioritize objectives. He can then recommend solutions to help them achieve a level of confidence in their financial situation. Jim’s Directory Profile|Jim’s Website|Jim’s eMail
Michael Smith is the President of CPS Horizon, a firm that specializes in insurance offerings for life, disability and long term care. One of the more unique offerings provided by his firm is divorce disability insurance. In this program, which follows the terms of the divorce, settlement and support payments continue in the event the payor becomes disabled. Michael has a special website devoted to the program - to learn more go to www.divorcedi.com. Michael also can assist the collaborative divorce team with options for life insurance or long term care insurance as well. Michael is very active in financial and insurance associations including NAIFA, FPA and SFSP and has been an Affiliate Member of CFLCW for four years. He has been the leader in conducting events called "collaborative learning," where members of several of the insurance and financial associations, and CFLCW members, meet to discuss unique client situations and how all the professionals may work to assist those clients. He can be reached at 414-427-8660. | Mikes's Website | Mike's eMail
Anne Brannon has been in the mortgage industry for 17 years and regularly works with divorcing couples. She has helped many collaborative clients in her nine years as an Affiliate Member of CFLCW and brings her passion for the collaborative process to every assignment. In many situations, she is able to close loans for clients before the divorce becomes final. Anne will also work directly with you and your clients to help with income analysis, determining what they can afford if they are purchasing a home, or what they can possibly do to in order to stay in their existing home. With clients naturally concerned about their living arrangements after the divorce, you can depend on Anne to help you the throughout the process. | Anne's Website | Anne's eMail
Name | Street | Phone | Join Date | |
---|---|---|---|---|
Anne Brannon, AVP | 15600 W. Cleveland Ave, New Berlin, WI 53228 | anne.brannon@oldnational.com | 414-839-0347 | March 9, 2010 |
Brad Baldridge, CFP | 10521 W. Layton Avenue Suite 200, Greenfield WI 53228 | brad@bradbaldridge.com | (414) 529-9400 | September 14, 2011 |
Chris Probst, Mortgage Lender | 7801 S Howell Ave Oak Creek WI 53154 | cprobst@guardiancu.org | (414) 546-7450 | October 15, 2009 |
Christine M. King, CFP | 16650 W. Bluemound Road, Suite 800, Brookfield WI 53005 | christine.m.king@ampf.com | (262) 901-1578 | July 26, 2013 |
Debra Melvin, MBA | N19 W24200 Riverwood Drive, Suite 150, Pewaukee WI 53072 | debra.melvin@lpl.com | (262) 446-8150 | February 17, 2015 |
James A. Cotturone Jr., CFP | 16650 W Bluemound Rd Ste 800, Brookfield, WI 53005 | jim.cotturone@ampf.com | (262) 901-1525 | February 9, 2010 |
Judy Koob, ABR | 17345 Bluemound Road Brookfield WI 53045 | jkoob@firstweber.com | (414) 588-1220 | December 28, 2015 |
Karrie Grady, MS | 2323 S. 109th Street, Suite 120, West Allis WI 53227 | karrie@vocpros.com | (414) 541-1444 | October 21, 2003 |
Kevin R. Evanoff, Mortgage Officer | 1507 E. Sunset Drive Waukesha WI 53189 | kevin.evanoff@phmloans.com | (414) 640-3912 | March 12, 2013 |
Lynn M. Magner, CFP | 411 E. Wisconsin Avenue STE 1700 Milwaukee WI 53202 | lynn.magner@ubs.com | (414) 289-3814 | March 24, 2011 |
Matthew M. Kons, CDFA | 20800 Swenson Drive Suite 200 Waukesha WI 53186 | matthew.kons@wfadvisors.com | (262) 798-3788 | December 3, 2009 |
Michael Smith, LUTCF | 5300 S. 108th Street - Suite 18, Hales Corners WI 53130 | mike@cpshorizon.com | (414) 427-8660 | July 3, 2015 |
Nicholas Enea, CFP | 633 E. Henry Clay Street Whitefish Bay WI 53217 | nicholas@wfa-asset.com | (414) 727-8181 | February 5, 2013 |
Ralph D. Bultman, CPA | 13625 Bishops Drive Suite 100 Brookfield WI 53005 | rbultman@bultmanfinancial.com | (262) 782-9949 | December 1, 2012 |
Richard Nagel, Wealth Advisor | 136 Green Bay Road Thiensville WI 53092 | rich@mainadvisor.com | (262) 478-3000 | May 12, 2016 |
Timothy J. Riley, MS | 2323 S. 109th Street Suite 120 West Allis WI 53227 | tim@vocpros.com | (414) 541-1444 | March 11, 2002 |
Joshua Bucio, Mortgage Advisor | 1200 N. Mayfair Road Suite 270 Wauwatosa WI 53226 | jbucio@waterstonemortgage.com | (414) 810-4569 | October 25, 2016 |
Brian Behl, CFP | N19 W2440 Riverwood Dr Suite 350 Waukesha, WI 53188 | brian@behlwealth.com | 262-275-4025 | February 12, 2018 |
Rachel Houselander, Realtor | 3830 S. Moorland Road New Berlin WI 53151 | rhouselander@kw.com | (414) 736-9983 | February 13, 2018 |
Jeremy Doering, Real Estate-Broker | 3830 S. Moorland Road Suite C New Berlin WI 53151 | jeremy@doeringandco.com | (262) 853-1936 | February 21, 2018 |
Marilou Davido, Tax Advisor | 633 E. Henry Clay Whitefish Bay, WI 53217 | marilou@wfa-asset.com | (414) 727-8181 | April 27, 2018 |
John G. Gscheidmeier, ABR | 21075 Swenson Drive, Suite 200 Waukesha WI 53186 | john@soldwisconsin.com | (262) 287-9900 | June 15, 2018 |
Name | Expertise | Website | Organization |
---|---|---|---|
Anne Brannon, AVP | Mortgage Lender | Website | Old National Bank |
Brad Baldridge, CFP | College Planning | www.bradbaldridge.com | Baldridge College Solutions |
Chris Probst, Mortgage Lender | Mortgage Lender | www.guardiancu.org | Guardian Credit Union |
Christine M. King, CFP | Investments | www.ameripriseadvisors.com | Ameriprise Financial, Inc. |
Debra Melvin, MBA | Investments | www.iagwealthpartners.com | Investors Advisory Group, LLC |
James A. Cotturone Jr., CFP | Investments | Website | Ameriprise Financial Services, Inc. |
Judy Koob, ABR | Real Estate | www.judykoob.firstweber.com | First Weber |
Karrie Grady, MS | Vocational | https://www.vocpros.com/ | Vocational Professionals, Inc. |
Kevin R. Evanoff, Mortgage Officer | Mortgage Lending | https://kevinevanoff.phmloans.com/ | Prosperity Home Mortgage |
Lynn M. Magner, CFP | Investments | Website | UBS Financial Services, Inc. |
Matthew M. Kons, CDFA | Investments | www.berrallkonsgroup.com | Berrall Kons Group of Wells Fargo Advisors |
Michael Smith, LUTCF | Insurance | www.cpshorizon.com | CPS Horizon Financial |
Nicholas Enea, CFP | Investments | www.wfa-asset.com | WFA Asset Management Corporation |
Ralph D. Bultman, CPA | Insurance | www.bultmanfinancial.com | Bultman Financial Services, Inc. |
Richard Nagel, Wealth Advisor | Investments | www.mainadvisor.com | MainStreet Investment Group, LLC |
Timothy J. Riley, MS | Vocational | https://www.vocpros.com/ | Vocational Professionals, Inc. |
Joshua Bucio, Mortgage Advisor | Mortgage Advisor | www.homeloanwisconsin.com | Waterstone Mortgage |
Brian Behl, CFP | Investments | www.behlwealth.com | Behl Wealth Management |
Rachel Houselander, Realtor | Real Estate | www.rhouselander.kw.com | Keller Williams |
Jeremy Doering, Real Estate-Broker | Real Estate | www.doeringrealty.com | Doering & Co. |
Marilou Davido, Tax Advisor | Investments | www.wfa-asset.com | WFA Asset Management |
John G. Gscheidmeier, ABR | Real Estate | www.soldwisconsin.com | RE/MAX Service First, LLC |