Wealth Advisors

Key to the successful design and implementation of your wealth management solution is a Wealth Advisor, who serves as your primary point of contact and takes a leadership role in answering questions, providing counsel, interpreting information and coordinating services. Your Wealth Advisor meets with you regularly to review progress, assess the impact of changes in your financial circumstances, and – if warranted – recommend changes in your financial strategy. 


While maintaining a sharp focus on the many details of your wealth management approach, your Wealth Advisor also maintains a "big picture" perspective, coordinating inputs from other WAS professionals who are working to help you achieve your financial goals.


PRODUCTS OFFERED THROUGH WEALTH ADVISORY SERVICES ARE NOT FDIC INSURED, ARE NOT BANK GUARANTEED AND MAY LOSE VALUE

Jasper Vaccaro, JD
Senior Vice President
Private Client Services Market Leader
815.637.7014







Phil Zastrow
VP, Wealth Advisor
920.459.4447









Dan Braun
VP, Wealth Advisor
608.203.1217









Kay Fitzsimons, CWS®
Wealth Advisor
608.328.4044

Joanne Wood, CWS®
VP, Wealth Advisor
920.459.5602









Tracy Beeck, CTFA, CWS®
Wealth Advisor
920.459.5608









Xiong Lee
Portfolio Manager
920.459.2829