New Business Case Manager
Chief Executive Officer
Dan joined the financial services industry in 1979 after graduating from Milton College. After a long, tenured career with one firm in the Milwaukee area, he was offered the opportunity to lead the Great Lakes Agency throughout all of...
Director of Operations
Assistant: Annie Smith 262-746-9285 firstname.lastname@example.org
Kieran is a Financial Advisor primarily working with successful professionals who are looking for the tools and knowledge to become world class savers, debt free, and protected for the future. Kieran is a comprehensive Financial...