staff

Emily Perschbacher

Emily is an advisor associate in our Delafield, WI office, supporting the team of advisors by helping to manage client relationships, assisting in ongoing financial planning work, and serving as an additional point of contact for clients. Previously, she served as a financial planning assistant at Ameriprise Financial, and also completed a financial planning internship with Resilient Wealth Planning while in school. Residing in Colgate, WI, Emily enjoys traveling, trying new recipes, and staying active in her free time. Previous Experience Financial Planning Assistant at Ameriprise Financial Financial Planning Intern at Resilient Wealth Planning Education & Credentials BBA, University of…
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Matthew Kleiman, J.D.

Matt is an advisor associate in our Delafield, WI office, supporting the team of advisors by helping to manage client relationships, assisting in ongoing financial planning work, and serving as an additional point of contact for clients. He joins the team after spending seven years in financial services, most recently working as a registered representative for the Development Corporation for Israel/Israel Bonds where he managed the Wisconsin campaign. Matt earned his bachelor’s degree in history from University of Wisconsin – Madison and his Juris Doctor from Loyola University Chicago School of Law. He holds FINRA Series 62 and 63 licenses…
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Kelly Ruh

Kelly Ruh

As a Senior Client Service Associate, Kelly is the first point of contact for clients in the firm’s Delafield, WI office, supporting advisors in managing client relationships and overseeing all office affairs. She has served in various customer service and administrative roles for over 20 years, including extensive experience at several other financial institutions. Growing up in the Milwaukee area, Kelly is an avid Brewers fan and enjoys live music and spending time with family and friends in her spare time. Previous Experience Executive Assistant at Colliers International/Inland Companies Associate Talent Acquisition Partner at Kforce/HSA Bank HR Assistant at Waterstone…
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Josh Frank

Joshua Frank

Joshua joined the firm in 2018, having previously interned in the Delafield, Wisconsin office. Joshua brings with him a decade of experience as a local Talmudical scholar, teacher, and tutor, combining his passion for analytical study with a deep commitment to his community. In addition to his scholarly pursuit of Talmud law, Joshua serves on the board of directors for the Torah Academy of Milwaukee, and previously taught elementary school students. Joshua returned to his native Milwaukee after living in New York to raise his young family, and to help grow the community he was raised in. This depth of…
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John Dobson

John Dobson

John Dobson joined the firm as an Advisor Associate on the Wealth Management team in January 2017. He brings extensive experience with him from U.S. Bancorp Fund Services, where he worked for several years as a mutual funds specialist. A graduate of Upper Iowa University – Fayette, John majored in Finance and minored in Mathematics. Active in his local community, John is a Waukesha High School Junior Varsity Hockey Coach. Previous Experience Mutual Fund Specialist at U.S. Bancorp Fund Services Education & Credentials BS, Upper Iowa University, Finance Series 65 license
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Julie Williams

Julie Williams

Julie serves as a wealth advisor in our Delafield office. She joined the firm in 2015 through the acquisition of Lake Country Wealth Management. With more than 25 years of experience in the industry, she develops a close, personal relationship with her clients. As an advisor, she partners with her clients to clearly define their goals and utilizes proven planning strategies to meet their objectives. Julie prides herself on the deep level of personal care she has for each client and considers herself a strong client advocate. Julie graduated magna cum laude from University of Wisconsin – Whitewater with a…
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Razi Hecht

Razi Hecht, CFP®

Razi joined the firm in 2015 through the acquisition of Lake Country Wealth Management where he started in 2014. Prior to joining Lake Country Wealth Management, Razi worked as an account representative with EGL USA and as an associate account manager with B&H Photo Video. Continuing to work with clients and deliver high levels of service, he served as a Client Relationship Manager when he joined Lake Country Wealth Management, working day-to-day help them achieve their financial objectives. Now an Advisor, he engages with clients to develop strategies that work best for them. Previous Experience Client Relationship Manager at Lake…
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Jay Frank

Jay Frank, CFP®, CLU, ChFC®

Jay has been helping individuals and businesses with their planning needs since 1986, reaching far beyond investment management and focusing personal attention on all his clients’ financial needs. It is not unusual to find Jay keeping odd hours as he counsels retirees or newlyweds, teaches classes, or travels to accommodate his diverse base of clients. He has a broad background that incorporates investment planning, taxation, Social Security, estate planning, and retirement, and he views his ultimate goal to be helping people use their financial resources to solve problems. He also believes in investing deeply in his relationships for those he…
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