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Team Members and Locations

Find the expertise you need. Explore our locations and connect with the right advisor.

Madison

Madison
Team Members

Milwaukee

Milwaukee
Team Members

Chicago

Chicago
Team Members

Wausau

Wausau
Team Members

Fox Valley

Fox Valley
Team Members

Meet Our Financial Professional Teams

Get to know the financial professional teams behind Third Coast Advisors.

Hammortree Financial Services

Hammortree Financial Services
Team Members

Financial Design Group of Wausau

Financial Design Group of Wausau
Team Members

Johnson Generational Wealth Management

Johnson Generational Wealth Management
Team Members

Helix Wealth Strategies

Helix Wealth Strategies
Team Members

Find A Team Member

  • Kaitlin Zimmerman
  • Andrew D. Rohrer, ChFC
  • Annette Hammortree CLTC, RICP
  • Brian Boehm
  • Christopher Jelenc
  • Christopher Strommen, CFP®
  • David Richards
  • David Monk
  • David Dorley
  • Dominic Johnson, Sr.
  • Drew Hebbe
  • Ellie White
  • Emily Fowler (Hron)
  • Erin Brucker
  • Jamire Davis
  • Janel Kalish, CFP®
  • Jared Schumacker
  • Jarod VonBehren, CFP®
  • Jason Waugh, CFP®
  • Jazarah Nance
  • Jo Braughler
  • Junior Coleman
  • Keith Voogd, RICP®
  • Kieran Bieneman
  • Kristin Aguayo
  • Laura Davis, CLU, ChFC
  • Lecy Henderson
  • Leonard Hornung, CLU, ChFC, CExP
  • Mark A. Smith, CFP®
  • Meg Anderson
  • Melissa Wasilk
  • Michael Strohl
  • Molly Dorley
  • Nick Marinez
  • Peter Serbiak
  • Sara Weimerskirch
  • Taylor Johnson
  • Theresa Artac, CFP®
  • Tim Urban
  • Travis Winder
  • Tre Burnette
  • Zoe Mazza

Let's Get Started

Contact Us Today

Connect with a financial professional today and take the first step toward clarity and confidence.