Need Assistance - How can we help?

Need Assistance - How can we help?

Matthew Cuplin

CFP® – Financial Planner/President

Brandon Masbruch

Financial Planner/Vice-President/Chief Investment Officer

Eric Iwanski

Financial Planner- Candidate for CFP® certification

Jacqueline Frazee

Secretary/Business Manager

I work closely with our advisors to help personalize and properly plan and protect your financial future.

Kristen Salewski

CMP/Marketing Director

I develop and implement the marketing and advertising campaigns, design and maintain the website and all social media accounts and I look forward to seeing you at the education and appreciation events that I plan for our prospects and clients.

Lori Denoyer

Receptionist/Administrative Assistant

I will often be the first voice you hear when you call and the first person to greet you when you visit our Madison-West office.  I am happy to assist in any way, including scheduling appointments.

Janice Hites

Insurance and Benefits Assistant

As a Wisconsin Life and A&H licensed agent, I assist in the Insurance and Benefits area. 

Ryan Lee

Office Manager

I am happy to provide answers to questions concerning your accounts and handle any requests you may have.

Kathy Thomas

Registered Financial Assistant

I support and assist several of the Financial Advisors here to ensure clients have a complete financial experience. 

April Wahl

Local Insurance Specialist – Life | Health, Medicare | Long-Term Care | Disability

I take the stress out of shopping for health insurance.  Speak with me, and I’ll make it easy as 1-2-3!

Scott Wieland

Benefits Specialist

I provide the companies personal attention and ongoing consultation on best practices for their Benefits program, whether it is a 100 employee company or a three person group who opened their doors in the past year.