Mark A. Smith
Principal Owner
262-746-9275
262-746-9277
mark.smith@thirdcoastadv.com
Jason Waugh, CFP®
Associate Principal Owner
608-662-8781
608-828-9334
jason.waugh@thirdcoastadv.com
Director of Operations
262-746-9286
peter.serbiak@thirdcoastadv.com
Andrew D. Rohrer, ChFC
Life Brokerage Manager
608-662-8762
andrew_rohrer@glic.com
Disability Income Specialist
414-803-9176
david.dorley@thirdcoastadv.com
Financial Advisor
608.662.8766
Dominic@JohnsonGenerational.com
Registered Representative
608-225-7785
tre.burnette@thirdcoastadv.com
2627469287
kieran.bieneman@thirdcoastadv.com
608-212-4571
Junior.coleman@thirdcoastadv.com