Madison Office Team Members
Madison Office
Michael Baer, LUTCF
608-828-9334
michael.baer@thirdcoastadv.com
www.financialdesigngroupinc.com Michael provides knowledge and experience in the areas of wealth building, management and preservation. His practice addresses asset protection, retirement and estate planning. Michael focuses on the...
Brian Brown, LUTCF
608-828-9334
Brian’s goal is to consult and educate his clients on how to improve their wealth building, accumulation and protection. Brian discusses and reviews his clients’ financial strategies, which include their protection areas,...
Carl Johnson, CFP
Financial Advisor
608-828-9334
Assistant:Karen Johnsonkaren_johnson@glic.com608-662-8768Carl has been in the business since 2001 and specializes in offering comprehensive financial planning and wealth management, largely working with physicians, dentists, young...
Janel Kalish, CFP®
janel.kalish@thirdcoastadv.com
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Ross Kuchenbecker
608-828-9334
ross.kuchenbecker@thirdcoastadv.com
David Richards
Financial Advisor
608-828-9334
david.r.richards@thirdcoastadv.com
Dave graduated from the University of Wisconsin in 2005 with a degree in personal finance. Prior to joining Financial Design Group, Dave spent three years in the retail banking field. He enjoys working with individuals and business to...
Andrew D. Rohrer, ChFC
Life Brokerage Manager
608-828-9334
www.financialdesigngroupinc.com Andy brings knowledge and experience to individuals seeking to build and maintain maximum wealth and protection using a macro-economic process. This macro-economic approach utilizes economic laws and...
Ronald Schneller, LUTCF, CFP
608-828-9334
ronald.schneller@thirdcoastadv.com
Ron’s main focus is to help his clients increase their net worth and reduce their risks. Ron does this best by listening to his clients and helping them achieve their goals and desires. He will use the best product, service, or...
Jarod VonBehren
608-828-9334
jarod.vonbehren@thirdcoastadv.com
Jarod graduated from the University of Wisconsin in 2017 with a degree in personal finance, joining Third Coast Advisors shortly after. He enjoys working with families and businesses to define and achieve their financial goals. Jarod...
Keith Voogd
608-828-9334
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Jason Waugh, CFP®
Vice President Madison
608-828-9334
In my professional life I enjoy helping advisors work through the inefficiencies in their practices. I currently hold the Series 7 and Series 66 licenses, along with the Life and Health license. I grew up in Verona, WI and spent some...
Allen Wood
Financial Advisor
608-828-9334
Al is an experienced professional who has been in the finance field since 1985. In Al’s practice he works with individuals and business clients to assist them in making the many financial decisions required in today’s world...