Lynn Greenway

Lynn Greenway

Serving as the first point of contact for clients, managing scheduling and fulfilling her function as a notary public, Lynn is a client service associate at the firm. With nine years in the financial services industry, Lynn began working with Lake Country Wealth Management in 2008 and officially joined the team after the merger in 2015. In her free time, Lynn enjoys spending time with her beagle, trying out new breweries with her husband, Jazzercizing and designing jewelry. Previous Experience Administrative Assistant at Archdesign Associates Administrative Assistant at Durrant Group Office Manager at TDI Associates Education & Credentials Waukesha County…
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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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Adam Qualler

Adam Qualler

Adam serves as an Advisor Associate in our Delafield, WI office, working to support advisors and client relationships. With more than 15 years of experience in customer service, Adam strives to consistently deliver the highest level of service to clients and maintain long-term relationships through thoughtful planning and advice. In addition to other varied roles, Adam most recently served as a Credit Analyst for Manitou North America, LLC, where he coordinated across many departments and positions to analyze financial situations, assess credit risk, and resolve dealer issues. Outside of work, Adam volunteers with Habitat for Humanity and has been an…
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Julie Williams

Julie Williams

Julie serves as a wealth advisor for the firm, having joined 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 those goals. Julie graduated magna cum laude from University of Wisconsin – Whitewater with a Bachelor of Arts in Psychology and went on to earn her Master of Social Welfare degree from University of Wisconsin – Milwaukee. She holds her…
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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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Brion Collins

Brion Collins, CFP®, CLU, ChFC®

Brion has a passion for changing lives that he brings to his daily work as a wealth advisor. His clients know that he will develop a thoughtful and integrated financial strategy for them – one that helps them accomplish personal goals and makes a difference in the things that matter most to them. As managing director of the Delafield, WI office, Brion has developed a team and office culture that focuses on delivering consistent, timely, and high-quality service to clients. Brion’s team offers integrated financial advisory services with varied financial resources, states in life, and professions, while Brion devotes his…
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