Mark A. Smith, CFP®
Principal Owner
262-746-9275
262-746-9277
mark.smith@thirdcoastadv.com
Director of Operations
262-746-9286
peter.serbiak@thirdcoastadv.com
Registered Representative
608-225-7785
tre.burnette@thirdcoastadv.com
Disability Income Specialist
414-803-9176
david.dorley@thirdcoastadv.com
Financial Advisor
2627469287
kieran.bieneman@thirdcoastadv.com
262-746-9281
608-828-9334
drew.hebbe@thirdcoastadv.com
Financial Representative
262-746-9279
224-504-0619
nick.marinez@thirdcoastadv.com
262.746.9274
262.332.8049
jamire.davis@thirdcoastadv.com
New Business Case Manager
262-746-9289
lecy.henderson@thirdcoastadv.com
Insurance Support Specialist and Marketing Coordinator
4146307450
molly.x.dorley@thirdcoastadv.com