Our Team

Sheena Hanson, CFP®

Investment Advisor Representative and CCO

608-563-2437

608-807-0463

[email protected]

Sheena Hanson graduated from the University of Wisconsin LaCrosse with a Bachelor of Science degree in Finance. Since that time, she spent five years with SII Investments, Inc. gaining experience in the area of financial services, with...

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John Berkley

Investment Advisor Representative

608-563-2437

608-807-0463

[email protected]

John is a life long resident of Janesville, Wisconsin. He started buying stock in high school and has been doing so ever since. He graduated from the University of Wisconsin-Whitewater with a Bachelor of Science degree in economics in...

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Kelly Soergel

Office Administrator

608-563-2437

608-807-0463

[email protected]

Kelly grew up in Edgerton and now resides in Milton with her husband Randy. Together they have two children (expecting first grandchild in November) and two loveable dogs. She is an avid Green Bay Packer, Wisconsin Badger and Milwaukee...

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