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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

Jo Braughler

Jo Braughler

Receptionist & Client Relations

608-828-9800

608-828-9334

Kristin Aguayo

Kristin Aguayo

Financial Services Executive and Employee Benefit Specialist

Meg Anderson

Meg Anderson

Director of Investment Operations

815-788-7420

815-788-7430

Melissa Wasilk

Melissa Wasilk

Director of Insurance Operations

815-788-7420

815-788-7430

Molly Dorley

Molly Dorley

Insurance Support Specialist and Marketing Coordinator

4146307450

4146307450

Zoe Mazza

Zoe Mazza

New Business Coordinator

847-701-1222

847-233-0707

Jo Braughler

Jo Braughler

Receptionist & Client Relations

608-828-9800

608-828-9334

Kristin Aguayo

Kristin Aguayo

Financial Services Executive and Employee Benefit Specialist

Meg Anderson

Meg Anderson

Director of Investment Operations

815-788-7420

815-788-7430

Melissa Wasilk

Melissa Wasilk

Director of Insurance Operations

815-788-7420

815-788-7430

Molly Dorley

Molly Dorley

Insurance Support Specialist and Marketing Coordinator

4146307450

4146307450

Zoe Mazza

Zoe Mazza

New Business Coordinator

847-701-1222

847-233-0707