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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Kasey Sipiorski*

Financial Advisor

(920) 550-2444

Preparing for that next step in life isn’t always easy. Kasey's combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and...

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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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