Appleton

Matthew Krueger

Matthew Krueger

Matthew serves as an advisor associate in our Appleton, WI office, joining full time after completing the firm’s internship program ...

Tammie Lenzner

Tammie Lenzner

Tammie joined the firm in 2007 with more than 15 years of customer service and executive level administrative support experience. ...

Kevin Kosgard

Kevin Kosgard

Kevin joined the firm as a senior vice president of wealth management in June 2013. Kevin is a financial professional ...