Team
Melissa Lemmer
Melissa joined our team in April 2019. Working alongside Curt, she assists in designing individualized financial plans around our client’s objectives and values. She not only works with individuals but also assists employers who would like to establish an employer sponsored retirement plan or other group benefits. She holds her Series 7 & 63 investment registrations along with her life, health, and long term care insurance licenses. In her free time, she enjoys traveling and spending time with family. Most nights you can find her at a sporting event for her children. Melissa feels it is important to give back to her community and is an EMT for her local volunteer fire department.
Daniel Zipperer, MBA
Dan became a member of the team in August 2020. He assists with the day to day investment management. Dan attended Ripon College to obtain his Bachelor’s Degree in Economics, then furthered his education by completing a Master’s in Business Administration program (MBA) from UW-Stevens Point. Dan holds his Series 7 & 63 investment registrations along with his health and life insurance licenses. When he’s not making sure the investment accounts are invested properly, he enjoys the outdoors and exploring the country.
Stacy DeLeske
Stacy has been part of Curt’s team since the beginning. She ensures that the office operates smoothly and efficiently and oversees administrative support. She handles client relations processes and marketing initiatives to help deliver an excellent client experience. In her free time, she enjoys hiking, backpacking, biking, yoga and traveling.
