Team
Haley Frombach
Haley joined our team in April 2017. She has the task of helping execute a client’s financial plan once their goals and objectives have been identified. Haley attended UW-La Crosse to obtain a Bachelor’s Degree in Finance. She holds a Series 7 & 63 investment license along with her health and life insurance licenses.
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 a Series 7 & 63 investment license along with her health and life insurance licenses.
Daniel Zipperer
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 a Series 7 & 63 investment license 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.