Team
Melissa Lemmer
Melissa joined our team in April 2019. Melissa assists clients with all service related items, whether insurance or investment related. She also handles all insurance related processing. This could be as simple as completing an insurance application to working with underwriters. You’ll always find her happy and willing to help. Melissa attended UW-Stevens Point to obtain a Bachelor’s Degree in Business Administration (with a Management emphasis). Beyond her college studies, she holds her Series 7 & 63 investment registrations along with her health and life insurance licenses.
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.
Teryn Lau
Teryn joined our team in January 2021. She’s a senior at UW Stevens Point working toward a Bachelor’s Degree in Marketing. Teryn completes all marketing related tasks from client appreciation to website updates. She also holds both her health and life insurance licenses which allows her to help with insurance related service requests. When not in class or at the office, she enjoys watching and playing sports as well as spending time with friends and family. Upon graduation, Teryn plans to join our team full-time.
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.
