Our Team
Team
Our Team
When you think about a team you might think in terms of a sports team. This type of team works together for one goal, and that is to win the game.
This is similar to our team. We work congruently and in tandem all the while focused on the goals, we set for ourselves and our clients.
How do we do this?
· thinking collaboratively
· strategic planning meetings
· sharing innovative ideas
· continued education
· sharing opportunities for improvement
· support and encouragement
· working side by side
Our Team
When you think about a team you might think in terms of a sports team. This type of team works together for one goal, and that is to win the game.
This is similar to our team. We work congruently and in tandem all the while focused on the goals, we set for ourselves and our clients.
How do we do this?
- Inspire
- have a positive attitude
- have a sense of humor
Our Team
When you think about a team you might think in terms of a sports team. This type of team works together for one goal, and that is to win the game.
This is similar to our team. We work congruently and in tandem all the while focused on the goals, we set for ourselves and our clients.
How do we do this?
· thinking collaboratively
· strategic planning meetings
· sharing innovative ideas
· continued education
· sharing opportunities for improvement
· support and encouragement
· working side by side


Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Jodie Lane, AAMS®, CDFA®, MSEM
Independent Wealth Advisor
(262)-326-6821
Growing up in a single-mom household, taught me that money did not grow on trees. Around the age of eight, I knew that the nickels, dimes, and quarters that my grandfather would give to me occasionally to buy candy, would not grow in...
Jamie Frenn
Marketing Director
(262)326-6821
Having spent over 30 years working with my husband in our family-owned business I decided to step out and use my experience as a marketing director in a different direction. I try to bring an innovative and unique approach to the...
Sarah Gruber
Registered Assistant/Office Manager
(262)-326-6821
I have been working in financial services since graduating from UW-Milwaukee in 2013, where I received my Bachelors of Science degree in Biological Sciences. Like many others after college, I was unsure where I wanted my career to go,...