Broker Check


William Bargholtz*, LUTCF | CLTC®

Vice President, Recruiting and Development

(920) 939-3800 x701

(920) 939-3475

Miranda Bonde*

Financial Advisor

(920) 939-3800x704

Miranda strives to make a difference daily in the lives of the people around her. Her first priority is helping you take care of yourself and your family. She wants to learn more about your personal situation, identify your dreams and...

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Matthew Becker*, CLTC®

Financial Advisor

(920) 892-6565

Matthew enjoys working with married couples that have concerns about retirement planning. He takes a comprehensive approach, including tax planning, to make sure all your bases are covered through an honest exchange. He also values a...
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Amanda Ross*

Financial Advisor

(920) 939-3800 x712

Most small business owners want their business, their future and their children’s future to be in their control. This is understandable. But due to the demands of running a business, one of the most precious commodities for small...

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Nick Westphal

Financial Services Professional

(920) 939-3800x710

Nick has extensive education and experience with helping to meet the needs of families, educators, and people with marginalized identities. He implements a client-centered approach so that others will achieve their financial goals and...
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