We serve businesses, individuals, and families by providing trusted guidance in three key areas:
We’re more than advisors; we’re partners who listen, educate, and walk alongside you every step of the way.

Thomas Wozniak
Co-Owner / Broker
  (262) 717-6089
  [email protected]

Joseph Meyer
Co-Owner / Broker
  (262) 289-9522
  [email protected]

Greg Dietz
 Broker
  (262) 662-4327
 [email protected]

Dominic Schelfhout
 Broker
  (262) 289-9865
  [email protected]

Brian Blackley
Broker
  (262) 214-3729
 [email protected]

Thomas Wilke
 Broker
  (262) 422-0351
  [email protected]

Dylan Boucher
 Broker
  (262) 717-6104 
  [email protected]

Aaron A. Meyer 
 Broker
  (414) 882-3648 
  [email protected]

Carrie Bisping
 Executive Asst to Thomas Wozniak
  (262) 717-5934
  [email protected]
Roger Crank
 Broker
  (262) 717-5936
  [email protected]
Craig Johnson
 Broker
  (262) 717-6104
  [email protected]
Cathy Anderson
 Benefits Coordinator
  (262) 717-6128
  [email protected]
Ryanne Tice
 Assistant to Thomas Wozniak
  (262) 289-9410
  [email protected]
Belinda Kirschbaum
 Accounting
  (262) 717-6113
  [email protected]
Whether you’d like to work directly with a specific team member, or simply want the first available advisor, we’ll make sure you’re connected to the right person.
Contact Us Today and select the team member you’d like to connect with in the form.
Not sure who to choose? No problem—just tell us about your needs, and we’ll match you with the best advisor to help.