Name | Street | Phone | Join Date | ||
---|---|---|---|---|---|
Anne Brannon, AVP | Mortgage Sales Manager | 15600 W. Cleveland Ave, New Berlin, WI 53228 | anne.brannon@oldnational.com | 414-839-0347 | March 9, 2010 |
Christine M. King, CFP | Financial Planner/Advisor | 16650 W. Bluemound Road, Suite 800, Brookfield WI 53005 | christine.m.king@ampf.com | (262) 901-1578 | July 26, 2013 |
Debra Melvin, MBA, CDFA | Financial Planner | N19 W24200 Riverwood Drive, Suite 150, Pewaukee WI 53072 | dmelvin@iagwealthpartners.com | 262-446-8150 | February 17, 2015 |
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 | Financial Planner/Advisor | 411 E. Wisconsin Avenue STE 1700 Milwaukee WI 53202 | lynn.magner@ubs.com | (414) 289-3814 | March 24, 2011 |
Matthew M. Kons, CDFA | Financial Consultant | 20800 Swenson Drive Suite 200 Waukesha WI 53186 | matthew.kons@wfadvisors.com | (262) 798-3788 | December 3, 2009 |
Nicholas Enea, CFP | Financial Planner/Advisor | 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 | Financial Advisor | 136 Green Bay Road Thiensville WI 53092 | rich@mainadvisor.com | (262) 478-3000 | May 12, 2016 |
Joshua Bucio, Mortgage Advisor | Mortgage Advisor | 1200 N. Mayfair Road Suite 270 Wauwatosa WI 53226 | jbucio@waterstonemortgage.com | (414) 810-4569 | October 25, 2016 |
Brian Behl, CFP | Financial Planner/Advisor | N19 W2440 Riverwood Dr Suite 350 Waukesha, WI 53188 | brian@behlwealth.com | 262-275-4025 | February 12, 2018 |
Jeremy Doering, Real Estate-Broker | Real Estate | 3830 S. Moorland Road Suite C New Berlin WI 53151 | jeremy@doeringandco.com | (262) 853-1936 | February 21, 2018 |
Alex Segal | Realtor/Owner | 21075 Swenson Drive Suite 200 Waukesha WI 53186 | alexsegal@remax.net | (262) 384-4552 | January, 2021 |
Marilou Davido, CPA | Financial Planner/Advisor | 633 E. Henry Clay Whitefish Bay, WI 53217 | marilou@wfa-asset.com | (414) 727-8181 | April 27, 2018 |
Name | Expertise | Website | Organization |
---|---|---|---|
Anne Brannon, AVP | Mortgage Lender | Website | Old National Bank |
Christine M. King, CFP | Investments | www.ameripriseadvisors.com | Ameriprise Financial, Inc. |
Debra Melvin, MBA | Investments | www.iagwealthpartners.com | Investors Advisory Group, LLC |
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 |
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 |
Joshua Bucio, Mortgage Advisor | Mortgage Advisor | www.homeloanwisconsin.com | Waterstone Mortgage |
Brian Behl, CFP | Investments | www.behlwealth.com | Behl Wealth Management |
Jeremy Doering, Real Estate-Broker | Real Estate | www.doeringrealty.com | Doering & Co. |
Alex Segal | Realtor/Owner | Website | ReMax |
Marilou Davido, CPA | Investments | www.wfa-asset.com | WFA Asset Management Corporation |