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
Financial Representative
608-828-9334
Brian’s goal is to guide 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...
Tim Harms, ChFC
608-828-9334
timothy.harms@thirdcoastadv.com
For over 30 years Tim has assisted his clients reach their financial goals of growing, protecting, enjoying, and passing on their wealth. The use of a macro-economic approach to planning demonstrates to his clients how each financial...
Janel Kalish, CFP®
Wealth Management Advisor
janel.kalish@thirdcoastadv.com
Janel’s experience is working with clients to overcome obstacles like debt reduction or planning for life events such as education funding, vacation home purchase, or retirement planning. She loves to help her clients achieve...
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...
Christopher Strommen, CFP®
Financial Advisor
608-828-9334
chris.strommen@thirdcoastadv.com
Jarod VonBehren, CFP®
Financial Advisor
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
Financial Advisor
608-828-9334
Keith has always loved helping people. This career allows him to truly make an impact on people’s lives. Keith gets to design and implement custom wealth building and income protection strategies for each individual client. His...
Jason Waugh, CFP®
Wealth Management Advisor
608-828-9334
I’m a wealth advisor, primarily, for a select group of successful professionals who are 5-10 years from retirement, who among other things aspire to live a purpose filled retirement.
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...
Ashley Waugh
Administrative Assistant
ashley.waugh@thirdcoastadv.com
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Jared Schumacker
Financial Advisor
608-828-9334
jared.schumacker@thirdcoastadv.com
Registered Representative & Financial Advisor of Park Avenue Securities. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Leonard Hornung, CLU, ChFC, CExP
Financial Advisor
608-828-9334
Assistant: Regina Thompsonregina_thompson@glic.com Len has been providing advice in retirement, business succession, and estate planning for closely held businesses and affluent clients for over 3 decades. With knowledge and experience...
Roren Finney
Financial Advisor
608-828-9334
roren.finney@thirdcoastadv.com
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.