The People Behind Your Plan

Behind every client relationship is a coordinated team of professionals dedicated to every financial plan. We bring together a wide range of expertise, perspectives, and experience to see your finances and personal situation from every angle. Together, we’ll help you make the most of what you’ve built.

Leadership

Firm-Wide

Andy Peters, CPA

President, Managing Partner, Wealth Advisor

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Firm-Wide

Jason Ranallo, CFA

Head of Operations, Wealth Advisor, Partner

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Firm-Wide

Mike Cerniglia

Head of Business Development

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Minneapolis Office

Sharon Calhoun, CFP®

Managing Director, Wealth Advisor, Partner

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Milwaukee Office

Ali Cali, J.D.

Managing Director, Wealth Advisor, Partner

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Madison Office

Adam Peters, CFP®

Managing Director, Wealth Advisor

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Advisory

Minneapolis Office

Tom Fee

Founding Partner, Wealth Advisor

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Milwaukee Office

Dan Glaser, CPA, CFP®

Founding Partner, Wealth Advisor

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Madison Office

Jon Goldstein, CFP®

Founding Partner, Wealth Advisor

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Milwaukee Office

Joel Hassler, CFA

Founding Partner, Wealth Advisor

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Milwaukee Office

Sam Verhulst, CFA, CPA

Wealth Advisor, Portfolio Manager, Partner

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Madison Office

Joe Greene

Wealth Advisor

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Minneapolis Office

Joe Grochowski, CFP®

Wealth Advisor

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Minneapolis Office

Charlie Gruys, CFP®

Wealth Advisor

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Madison Office

Adam Hanewall

Wealth Advisor

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Madison Office

Kyle Kerkenbush, CFP®

Wealth Advisor, Portfolio Manager

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Madison Office

Taylor Knutson

Wealth Advisor

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Minneapolis Office

David Moser, CFP®

Wealth Advisor

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Minneapolis Office

Mike Nesheim, CFP®

Wealth Advisor

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Madison Office

Lisa Spadoni, CFP®

Wealth Advisor

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Madison Office

Jack Van Dyke

Wealth Advisor, Planning Lead

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Minneapolis Office

Chris Wagner, CFP®

Wealth Advisor

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Operations

Firm-Wide

Suzy Klapperich

Head of Client Service

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Firm-Wide

Brittany Bong

Head of Client Experience, Tax Administrator

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Firm-Wide

Keith Lehnherr

Business Development Director

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Madison Office

Chris Bennett

Client Service Specialist

Minneapolis Office

Jack Bina

Portfolio Specialist

Minneapolis Office

Jake Fee

Portfolio Specialist

Minneapolis Office

Georganne Gabrielli

Client Service Specialist

Milwaukee Office

Zack Garrity

Client Concierge

Madison Office

Jack Gausewitz

Portfolio Specialist

Madison Office

Bailey Greene

Planning Specialist

Madison Office

Michelle Greene

Client Service Manager

Madison Office

Morgan Hewitt

Systems Manager

Milwaukee Office

Julie Inman

Planning Specialist

Madison Office

Jagdeep Kaur

Client Service Manager

Minneapolis Office

Gabrielle Laliberte

Client Concierge

Minneapolis Office

Ethan Linder

Planning Specialist

Minneapolis Office

Carla Muff

Client Service Manager

Madison Office

Ethan Neuens

Planning Specialist

Madison Office

Lucas Petzold, CPA, J.D.

Tax Lead

Minneapolis Office

Jacob Ranallo

Portfolio Manager

Madison Office

Katie Richard

Client Concierge

Minneapolis Office

Elena Dant Robelia, CFP®

Planning Specialist

Madison Office

Cate Stroot

Client Service Manager

Minneapolis Office

Kate Winton

Client Service Specialist

Milwaukee Office

Patti Wold

Client Service Specialist