(920) 336-0863 info@thefinplangroup.com

Our Team

Confidence in finance

 

Investment Team

 

Lon Mishler, CFP®

Founder & Director
Phone: 920-336-0863

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Ryan Wempe, CFP®

President & CCO
Email
Phone:920-336-0863

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Rachel Brown, CFP®

Vice President
Email
Phone: 920-336-0863

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Dan Budinger, CFP®

Vice President
Email
Phone: 920-336-0863

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Jake Vande Voort

Financial Planning Assistant
Email
Phone: 920-336-0863

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Brock Becker

Financial Planning Assistant
Email
Phone: 920-336-0863

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Steven Yungwirth

Portfolio Administrator
Email
Phone: 920-336-0863

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Andrew Nagan

Portfolio Administrator
Email
Phone: 920-336-0863

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Client Services

Gayle Begotka

Client Relations Specialist
Email
Phone: 920-336-0863

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Angela Reseburg

Client Relations Specialist
Email
Phone: 920-336-0863

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Sheila Van Rossum

Client Services Specialist

Email
Phone: 920-336-0863

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Tax Services

Kayla Cooney

Tax Associate
Email
Phone: 920-336-0863

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Jaime Sines

Administrative Assistant
Email
Phone: 920-336-0863

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Don't Be Shy. Get In Touch.

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!