After decades of planning and preparation, we have established a new and unique way of planning your financial future while still holding onto our core values. By pairing state-of-the-art technology with our eagerness to learn, your team of professionals will remain highly skilled despite today’s fast-changing environment.
I grew up in a small farming community in northern Saskatchewan, Canada. My parents and four sisters still reside in Canada. My parents supported my desire to play hockey instead of take over the family farm, and after many years playing hockey in freezing cold ice rinks I was given the opportunity to play college hockey for St. Norbert College in De Pere, Wisconsin. During my time at St. Norbert, I was given an internship by Lon Mishler to work for his firm, Financial Planning and Information Services, Inc. The first day I met Lon, he told me he wanted to groom someone to take over the business and carry out his philosophy as he felt this was in the best interest of the clients versus selling the business to a stranger whom may sell products. After graduating from college Lon Mishler gave me an opportunity to work with his firm full time and the rest, as they say is history. I always wanted to be a business owner and enjoy working with people and helping them, along with a strong interest in finance from a very early age. My wife and I currently reside in Howard, Wisconsin with our three children. We are extremely blessed and thankful for the people in our lives.
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I graduated in June of 2002 with a four year degree in Business Administration from St. Norbert College. Completed the Certified Financial Planner CFP® Certification in January of 2006 and completed my Masters in Science – Personal Financial Planning – through the College for Financial Planning in August of 2010. I am a member of Financial Planning Association (FPA) of Wisconsin and National Association of Personal Financial Advisors (NAPFA).
In addition to being a partner in the firm and helping run the overall business, I am one of our advisors and the Chief Compliance Officer for the firm. As an advisor, I assist clients in creating and implementing financial plans focused on investments, retirement, tax planning and discussions on various other financial topics. As compliance officer I am responsible for making sure our office procedures are followed and that we as a firm are up to date on all regulatory requirements. I love what I do so going to work is pretty easy and helping people through the various phases in their financial life is very rewarding.
My wife and I are very active and our children are following this trait. We enjoy running to kids activities and watching our children develop each and every day. We also like wine! In our spare time, my wife and I enjoy cooking and dining out, walking, golfing, skiing and snowshoeing. We try to visit family often since we are both away from family and strive to make sure our children stay in touch with grandma and grandpa. I am a big supporter of St. Norbert College Hockey and stay involved with the program through various commitments.
I grew up in the beautiful city of Marquette, in Michigan’s Upper Peninsula in a family that encouraged acceptance and education. In addition, I played many sports, mainly hockey, and like most kids, I dreamt of someday playing in the NHL. As it turns out, my path led me elsewhere. As I grew older, I realized how right my parents were in saying that education never ends and therefore through my experiences, I created a passion for learning. I am most satisfied and motivated through helping others and feel blessed doing so as a Financial Advisor and business owner. I have worked at Financial Planning & Information Services, Inc. for over nine years and my prior work experience includes over ten years in the financial services industry where I had extensive training in investments, portfolio construction, insurance, annuities, retirement planning, corporate operations, compliance, and estate planning.
• 1994 – Bachelor of Science from Northern Michigan University, major Finance and minor Mathematics.
• 2006 – Certified Financial Planner™ designation
• 2010 – Master of Business Administration (MBA) from the University of Wisconsin-Oshkosh
• I am a member of the Financial Planning Association (FPA) of Wisconsin.
As a partner I am involved in all business decisions. As a fiduciary my daily focus involves all facets of financial planning whether it is helping clients with retirement planning, debt counseling, insurance needs, investments, or tax planning. Any recommendation is objective and in the best interest of each client. In addition, I am responsible for efficiencies in day to day operations.
I am married to Gretchen and we have four children, two girls and two boys who are extremely active and keep us busy. As a family, we enjoy many outdoor activities which include biking, boating, spending time at the family cabin, golfing, fishing, hockey and most importantly spending time with family and friends. Over the years, I have spent countless hours coaching youth hockey in Upper Michigan and the Green Bay area.
I grew up in Appleton, WI. My husband and I are high school sweethearts. We met at age 15 and recently celebrated our 20th anniversary. I was fortunate enough to be able to be a stay at home mom for about ten years.
While my children were small I decided to pursue higher education. I started working on an Associate’s Degree in Accounting at Fox Valley Technical College, which I obtained in 2006 and decided to keep on going. I earned my Bachelor Degree in Accounting from Silver Lake College in 2009. I began working for Lon Mishler in February of 2008 as a part-time tax preparer and was hired on full time soon after. He offered me wonderful flexibility as a new working mom and incredible career opportunities. I was encouraged to pursue a Certified Financial Planner CFP® Certification, which I completed in June of 2011 through the College for Financial Planning.
I am a partner in the firm. I manage the tax department along with advising our clients on their accounts.
My husband and I have two children – a son in college and a daughter in high school – that we love to spend time with whether it be camping “up north” or hanging out at home. We enjoy trout fishing together on the Little Wolf River. I love to read and am a huge fan of Stephen King. We also love to take long walks with our dog, Murphy, and have recently discovered a passion for travel.
I grew up in the small town of Pardeeville, WI with my parents and younger sister. My life was consumed by sports when I was in high school, whether it was my own events or going to support my sister, we were busy year around. My parents, grandparents and family added to my love of athletics with their support and I could always count on them to be in attendance. My love of football carried over to college where I was fortunate enough to play at St. Norbert College. It was at St. Norbert where I encountered the opportunity of an internship at Financial Planning and Information Services, Inc. I spent a year and a half interning which included helping for two tax seasons with FPIS. Upon graduation I accepted a position at a firm where I worked in tax and audit for almost a year. I realized that I love having more direct interaction with clients and being able to help people. This is what brought me back to FPIS. I was fortunate enough to be welcomed back by Ryan, Rachel, Dan and the entire FPIS staff and I am very excited to be back!
I graduated from St. Norbert College in May of 2016 with a Bachelor’s Degree in Business Administration with an emphasis in accounting.
My role in the firm is assisting the advisors in preparing asset allocation and rebalancing recommendations for the clients. Along with this I also generate client reports for portfolio reviews and compose letters of recommendations to our clients.
Additionally I research financial topics and analyze investments. I also assist with other operational tasks as needed.
I enjoy spending time with my
wife whenever I have free time. We both enjoy sports and going to
sporting events together as well as watching movies, working out
together, and spending time with
family and friends, which are a huge part of both of our lives. We stay
very busy and there is never a dull moment! Fall will forever be my
favorite season as this means a lot of hunting and football.
I was born and raised just minutes south of De Pere, in the small farming community of Greenleaf. Even though I was not raised on a dairy farm I was around cattle on a daily basis with my grandfather who was a cattle dealer his whole life. For it was the time spent with him who instilled my strong interest in finance at a very young age. Whether it was looking through the Wall Street Journal or the local newspaper business section, I always yearned to learn more. However; I spent the majority of my school summers all the way through high school and a short period afterwards working for my Father’s small construction business. After high school I pursued a career as a machinist where I worked for a few years running a vertical milling center. I then attended Fox Valley Technical and upon graduating I was given the opportunity to work for Financial Planning & Information Services, Inc. I enjoy working for FPIS and helping clients with questions as well as growing with the business. I currently reside in Combined Locks with my wife and two young girls.
I graduated from Fox Valley Technical College in 2007 with an Associated Degree in Banking and Financial Services. I then attended Lakeland College where I graduated in 2010 with a Bachelor’s degree in Business Administration.
My role in the office is assisting the advisors on many levels. I am in charge of compiling our monthly client lists and ensuring their portfolio values are up to date on a timely fashion in accordance with their re-balancing schedule. In addition to this, I also assist our advisors in re-balancing our portfolios and composing our letter of recommendations. Another role I have is investment research for fund selections. Lastly, I assist in trading operations for FPIS when our daily trader is out of the office.
My wife and I enjoy spending as much time as we can with our two young girls. This means a lot of our time is spent doing things geared around children activities which we wouldn’t trade for anything! We also enjoy boating with our family and friends during the summer months. In my spare time I enjoy watching and attending all forms of motor racing. I especially have a strong interest in AMA Supercross and Motocross.
I have lived in the Fox Valley my entire life, and grew up in the small town of Freedom. After school, I worked in the restaurant and grocery business for many years but always wanted to do more. So, I went back to school to further my degree and pursue other adventures, which led me to a seasonal tax position with Financial Planning. After my first tax season here, I was offered a full-time position and now I get to enjoy weekends off for the first time in my working life.
I originally graduated from UW-Green Bay with a business management degree in 2002. I always loved numbers, so eventually I returned to UW-Green Bay and graduated with an accounting degree in 2014.
My position involves updating portfolio balances for client updates when they are due. I also assist with anything else that is needed including helping with tax returns.
I am a very active person outside the office. My wife and I have 2 young kids that keep us busy. I enjoy spending time on the boat either tubing, wakeboarding, or fishing with the family. We like to find new places to explore when we go camping and to visit the U.P. and as well as Wisconsin. We don’t end up in the same area twice very often. We love traveling and have visited almost every state. We also try to get to as many Brewer games as possible each year. During the winter, I enjoy snowshoeing, winter camping, and snowboarding.
I was born and raised in the small town of Kaukauna, Wisconsin but recently moved to Appleton, Wisconsin with my two cats, Hickory and Apollo. I am very close with my family and spend a lot of my free time with them. During my last semester of college, I was fortunate enough to do a tax internship with Financial Planning which sparked my interest in learning more about financial planning.
I graduated from Fox Valley
Technical College in 2018 with an Associate Degree in Accounting. I then
studied at Rasmussen College where I completed a Bachelor's Degree in
Accounting 100% online and graduated in 2020.
I am also now enrolled in the CFP Program to further my knowledge and one day get my CFP credentials to better help our clients.
As a Financial Planning Assistant, I will be learning many aspects of financial planning under the guidance of the firm’s advisors. I will be updating client portfolios as well as helping with taxes, preparing reports, and servicing clients as needed.
When I am not at work, I like to spend time with family and friends. When the weather allows, I like to go hiking, fishing, and camping. I also like playing board games and card games with my family and watching movies in my spare time.
I was born and raised in Greenfield, WI, which is a suburb of Milwaukee. I was very involved in various sports growing up and I continued my athletic career as a collegiate swimmer at Ripon College. I was very excited to accept a position with Financial Planning prior to graduating. I recently moved to De Pere with my boyfriend and I am enjoying exploring the new area. I look forward to learning and growing with the team at Financial Planning.
I graduated from Ripon College in May of 2021 with my Bachelor of Arts degrees in Finance and Economics. Role in the Firm
As a financial planning assistant, my responsibilities include updating portfolio balances for client updates, generating client reports for portfolio reviews, entering and updating account information for new and existing clients, and completing any other operational tasks as needed. .
I am a sports fan and enjoy the outdoors and staying active. I like watching and attending Wisconsin sports games. I enjoy camping, fishing, swimming, and snowmobiling when the weather allows for it. I also enjoy traveling back home to the Milwaukee area to spend time with family and friends. In my free time I like working out, watching movies, and playing Monopoly.
Aside from being away for a few years during college, I have lived in the Appleton-Green Bay area for my entire life. My wife’s family is all from the area as well so together we are 100% Wisconsin. After graduating in 2014 I worked in post-closing for Associated Bank’s mortgage department for two years until I was hired on with Financial Planning. My wife and I currently live in De Pere with our dog, Tucker, and our cat, Apollo.
Previously attending UW – Fox Valley for general education credits for a couple years before transferring, I graduated from UW – Eau Claire in 2014 with a Bachelor of Science degree in Mathematics. I am always learning, however, and have learned to code in VBA to develop Microsoft Excel macros to assist in our work process. I am also currently attending NWTC and working towards an Associate’s degree in Software Development.
My goal is to make sure all of our processes
are running efficiently and smoothly, ensuring a seamless experience for
our clients. This is achieved by delving into each facet of our
operation, discovering improvements,
and implementing solutions – some of which involve programs I have
developed. Ultimately, I hope to leave no stone unturned and make my
mark on every branch of our business. I also assist our compliance
department by completing tasks and providing data that
is reported to regulatory firms, and our rebalancing team by providing
backup; making trade recommendations and rebalancing our clients’
portfolios if the need arises.
My wife and I love traveling and try to take a big road trip yearly, although in between these we often enjoy going to Chicago or Minneapolis to visit friends and family. In the summer we like spending as much time outside as we can, whether this includes camping, hiking, or simply taking our dog to the dog park. We are both huge Packer fans and will always watch the games, although I am more of an avid football fan and usually end up watching football for the whole day. I also enjoy playing guitar, piano or kicking back with a movie or video game.
I grew up in Darboy, WI and
have lived in the Fox Valley for most of my life. I attended Kimberly
High School, where I met my wife, who I married in 2021. After college,
we spent some time living in the Stevens Point
area. It was there that I gained experience working in the tax industry
while studying and completing my CPA. About 2 years ago, we moved to
the De Pere area to be closer to friends and family. I look forward to
assisting all of our clients with their tax
I graduated from UW – Stevens Point in 2016 with a Bachelor of Science degree in Accounting & Business Administration with a minor in Communications. In 2018, I was able to complete the certification for my CPA license. I’ve gained a variety of accounting experience in my young career, and look forward to learning more.
I am a tax accountant with the firm. My primary responsibilities will be to assist with tax planning, preparation, and review. I hope to be a valuable resource for our clients.
I am an avid sports fan, and enjoy both watching and playing sports. My fiancée and I enjoy spending time with our friends and family any chance we get. When the weather allows it, we will also try to get out for a walk around the community. I also enjoy spending time watching movies, playing video games, and listening to podcasts or music in my free time.
I was born and raised in Green Bay, WI. Wanting to stay close to home for college, I chose to go to St. Norbert College for my post-secondary education. During my last year at St. Norbert I was given the opportunity to intern with Associated Bank in the IT department. While not my major, Associated Bank gave me a first look into the corporate world. After graduating, I accepted a position at Thrivent Financial in Appleton as a service representative in the life insurance area. I worked there for about 2 years before deciding that it was time to move more into my field of study (Accounting). In December of 2015, I accepted the position with Financial Planning as a Tax Associate and have not looked back!
I graduated from St. Norbert College in 2012 with a degree in Accounting and a minor in Economics.
I joined FPIS in December of 2015 as a tax associate, right in time for tax season. I prepare clients taxes and amendments to previous tax years. Also, I prepare and analyze tax estimates for different tax planning scenarios.
I enjoy spending time with my family and friends. My sister and I get along great, so we love going out for dinner to catch up and chat about anything and everything. In my down time, I usually can be found either reading a book or watching a movie.
I grew up traveling the states as my father was in the army. We moved here in 1980 and I have not left the De Pere / Green Bay area since. I am married and have two daughters in high school, so my life is busy! I worked in customer service at Humana for 8 years and in the IT department for 3 years. I have a strong investment in improving processes and integrating technology where it makes sense.
I have an Associate degree in Marketing.
I am an administrative assistant and the face that you see when you walk in the door! Greeting clients and answering the phones is my main duty, along with making sure client information is current and accurate and files are in good order so that the advisors have the proper information.
With my daughters both in high school (one a freshman, one a senior), I feel like I am going in two different directions. My husband and I are very involved in our church and various ministries that support our parish. My hobbies include pilates, gardening, walking, and getting together with the neighbors for some social time on the weekends.
I grew up on a small farm in Freedom, Wisconsin with my parents and three older brothers. Growing up, my brothers and I were very active in sports. Sometimes it seemed like sports were our only escape from the cows and fieldwork. After I left for college, my parents sold the cows and both got day jobs. I do not miss farming, but I appreciate the experience of growing up on a farm. I currently live in Greenleaf, Wisconsin with my fiancé. I occasionally still get my hands dirty by helping him in his business of doing home remodeling and in his cabinet shop.
I graduated in May of 1998 with a four year degree in Business Administration from UW – La Crosse.
I have been with FPIS since 2005. I do all the trading for the client accounts. I also do all the billing and proof the updates before they are sent to the clients. Although I do not have as much client contact as I used to, talking with clients is still one of my favorite parts of the job.
I love to travel. My fiancé and I love to do day trips around the state. We enjoy the different sites around our state, especially when driving just to see the fall colors. We are always looking for somewhere new to explore. I also am a big sports fan. I love watching my nieces and nephews in their sports whenever I get the chance. Fall is my favorite time of the year because it means it is football season. Go Pack!
I am a native of Green Bay and the fourth of five girls, so never a dull moment! I tend to be a bit of a prankster and laugh a lot! One of my biggest joys in life is giving and making others happy, finding new items and products and sharing with family and friends. I have 13 years’ experience in the investment world and a total of 28 years in client service, focusing on building and maintaining client relationships. I currently reside in Howard, Wisconsin with my two children and my dog Dexter.
I am a Client Service Representative. My roles in the firm include
onboarding new clients, verifying client information, prepping client
and other applicable forms, scheduling initial meetings with
prospective clients, and keeping clients up to date and answering any
questions that arise in the onboarding process. I also assist Sheila
with trading in client accounts and billing.
Spending time with my children as often as I can is very important to me, we’re a busy family and always on the go! I love to travel and always looking for my next adventure. My favorite go to is Miami Beach whether it be for a week or a long weekend. My hobbies include shopping, wine tasting, running, taking my dog for walks, attending Packers or Brewers games and spending as much time as I can with family and friends.