Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
 

Leadership

Allen Wood

Allen Wood

Financial Advisor

608-662-8758

608-828-9334

Angelina Yang

Angelina Yang

Administrative Assistant

715-359-2300

715-359-2228

Avery Tomlin

Avery Tomlin

Financial Representative

815-788-7420

815-788-7430

Daniel T. Melka*

Daniel T. Melka

Chief Executive Officer

262-746-9272

262-746-9277

Drew Hebbe

Drew Hebbe

Financial Representative

262-746-9281

608-828-9334

Jo Braughler

Jo Braughler

Receptionist & Client Relations

608-828-9800

608-828-9334

Meg Anderson

Meg Anderson

Administrative Assistant

Zoe Mazza

Zoe Mazza

New Business Coordinator

847-701-1223

847-233-0707

Allen Wood

Allen Wood

Financial Advisor

608-662-8758

608-828-9334

Angelina Yang

Angelina Yang

Administrative Assistant

715-359-2300

715-359-2228

Avery Tomlin

Avery Tomlin

Financial Representative

815-788-7420

815-788-7430

Daniel T. Melka*

Daniel T. Melka

Chief Executive Officer

262-746-9272

262-746-9277

Drew Hebbe

Drew Hebbe

Financial Representative

262-746-9281

608-828-9334

Jo Braughler

Jo Braughler

Receptionist & Client Relations

608-828-9800

608-828-9334

Meg Anderson

Meg Anderson

Administrative Assistant

Zoe Mazza

Zoe Mazza

New Business Coordinator

847-701-1223

847-233-0707