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Advisor Directory

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Robert Cummings
Managing Director - Financial Advisor
phone920-343-4549
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Trent Nelson, C(k)P®, CPFA®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone920-343-4553
The Visionary Wealth Management Team
phone833-717-1722
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David Tilkens, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone920-343-4554
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Brannon Guyette, CIMA®
Managing Director - Financial Advisor
Senior Consulting Group
phone920-343-4547
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Wael Rashidi, CFP®, ChFC®, RICP®
Managing Director - Financial Advisor
Senior Consulting Group
phone920-343-4570
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Philip Mattek, CPWA®
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone920-343-4541
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Steven Benzschawel, CFP®
Senior Vice President - Financial Advisor
Consulting Group
phone920-343-4558
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Anthony Lagowski, CRPC®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone920-343-4542
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Michael Busick
Managing Director - Financial Advisor
Business Development Strategist
phone920-343-4550
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Richard Vezina
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone920-343-4552
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Robert Pratel
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone920-343-4555
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Mark Capomaccio, CPFA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone920-343-4551
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Trevor Skaggs
Associate Vice President - Financial Advisor
phone920-343-4557