

Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Charitable Giving
- Inheritance Guidance
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Animal Rescue
- Golfing
- Football
- Hiking
Team Members
Lyn StelterSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(262) 242-2830Fax
(866) 462-8470Office Address
108 East FreistadtThiensville, WI 53092opens in a new window
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