Broker Check
 
 

Our Team

As an entrepreneur, Will represents the fourth generation of his family to proudly serve the communities of Southern Wisconsin and Northern Illinois. Will brings broad knowledge and experience to his profession as a financial advisor....

Read more

Katherine Clausen

Vice President of Operations

While earning her degree at the University of Iowa, Katherine worked at the university’s Office of Student Financial Aid where she developed a passion for helping others with their finances. She continued her career as a Risk...

Read more

Garrett Smith

Chief Investment Officer

After earning his Doctorate of Philosophy, Business Administration and Finance from Florida Atlantic University in 2015, Garrett Smith went on to teach Finance at the University of Wisconsin-Whitewater. He has worked in operational...

Read more

Andrea Kruser

Marketing and Client Relations