Broker Check

Wausau Office Team Members

Wausau Office

Theresa Artac, CFP®

Financial Advisor



Originally from Colby, WI she attended the University of Wisconsin – Madison and graduated in 2015 with a bachelor’s degree in Personal Finance. She continued her education and earned the Certified Financial Planner™...

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David Monk

Financial Advisor

(715) 359-2300

David Monk is a Financial Advisor with Financial Design Group, LLC. Dave is a three-tour combat veteran and retired Army Colonel who graduated from the United States Military academy at West Point, NY. With over 26 years of investment...

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