Team | OneWisconsin Financial Group

Daniel Bellerud*, CLTC^®

President

(920) 939-3800 x700

dan.bellerud@onewisconsin.com

William Bargholtz*, LUTCF | CLTC^®

Vice President, Recruiting and Development

(920) 939-3800 x701

(920) 939-3475

Bill.Bargholtz@OneWisconsin.com

Beth Wenninger*

Director of Operations

(920) 939-3800 x702

(920) 939-3475

Beth.Wenninger@OneWisconsin.com

Miranda Bonde*

Financial Advisor

(920) 939-3800x704

Miranda.Bonde@OneWisconsin.com

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...

Matthew Becker*, CLTC^®

Financial Advisor

(920) 892-6565

Matt.Becker@OneWisconsin.com

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...

Rich Mathaus, CLTC^®

Financial Services Professional

(920) 939-3800x711

Rich.Mathaus@OneStCroix.com

Amanda Ross*

Financial Advisor

(920) 939-3800 x712

Amanda.Ross@OneWisconsin.com

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...

Caitlin Tooley

Financial Services Professional

(920) 939-3800 x715

caitlin.tooley@onewisconsin.com

Nick Westphal

Financial Services Professional

(920) 939-3800x710

nick.westphal@onewisconsin.com

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...