Broker Check

 P: 262-746-9270    M: 608-828-9800

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
 

Leadership

David Dorley

David Dorley

Director of Disability

262-746-9273

262-746-9277

Travis Winder

Travis Winder

Vice President Fox Valley

608-662-8778

608-828-9334

Andrew Rohrer

Andrew D. Rohrer, ChFC

Life Brokerage Manager

608-662-8762

608-828-9334

Bryan Nestor

Bryan Nestor, MBA

Agency Controls Officer

262-746-9274

262-746-9277

Eric  Ruh

Eric Ruh

Vice President Milwaukee

262-746-9280

262-746-9277

Jason Waugh, CFP®

Jason Waugh, CFP®

Vice President Madison

608-662-8781

608-828-9334

David Dorley

David Dorley

Director of Disability

262-746-9273

262-746-9277

Andrew Rohrer

Andrew D. Rohrer, ChFC

Life Brokerage Manager

608-662-8762

608-828-9334

Travis Winder

Travis Winder

Vice President Fox Valley

608-662-8778

608-828-9334

Jason Waugh, CFP®

Jason Waugh, CFP®

Vice President Madison

608-662-8781

608-828-9334

Bryan Nestor

Bryan Nestor, MBA

Agency Controls Officer

262-746-9274

262-746-9277

Peter  Serbiak

Peter Serbiak

Director of Operations

262-746-9286

262-746-9277

Katrina Zydowicz

Katrina Zydowicz

New Business Administrator

262-746-9289

262-746-9277

Jo Braughler

Jo Braughler

Receptionist & Client Relations

608-828-9800

608-828-9334

Annie Smith

Annie Smith

Executive Assistant to Dan Melka & Mark Smith

262-746-9285

262-746-9277

Daniel T. Melka

Daniel T. Melka

Chief Executive Officer

262-746-9272

262-746-9277

Eric  Ruh

Eric Ruh

Vice President Milwaukee

262-746-9280

262-746-9277

Kurt Zipp CFP®

Financial Advisor

262-746-9287

262-746-9277

Luke Will

Financial Advisor

262-746-9283

262-746-9277