Wealth Management Operations Manager
Connie began her financial services career in 1992 as a bank teller. She moved into the securities industry in 1996 as an investment assistant. In 2002 Connie became a financial consultant and remained in that position for seven years.
In 2010 Connie decided to make a small change to her career path and accepted the position of wealth management operations manager. In this role, she oversees all aspects of the day-to-day operations of Peoples Wealth Management, which include marketing, compliance, and administrative support.
Connie holds the FINRA Series 7 and 63 securities registrations, as well as Wisconsin health and life insurance licenses. She also holds the professional designation of Accredited Investment Fiduciary® (AIF®).
Connie was born and raised in Edgar where she still lives today with her husband, Cortney. After graduating from Edgar High School, Connie attended Northcentral Technical College acquiring associate degrees in both marketing and accounting. After working several years in retail management, she returned to school attending Upper Iowa University to pursue a bachelor’s degree in accounting, graduating cum laude.
When not at work, Connie enjoys the great outdoors and is very passionate about her nature photograhpy.
Jeff began his financial services career in the insurance industry in 1989 and then moved into the securities industry in 1991. Since then, he has always worked with independent firms that allow him the flexibility to offer a broad range of products to fit the planning needs of his clients rather than making the client’s needs fit the product. His basic philosophy is: An investment professional should be free from the influences present at many of the traditional Wall Street firms. As a result, he believes a consultative approach allows him to discover what is truly important to his clients.
Jeff holds FINRA Series 7 and 63 securities registrations, as well as Wisconsin health and life insurance licenses. He also holds the professional designation of Accredited Investment Fiduciary® (AIF®).
Jeff was born and raised in Upper Michigan. He grew up working for the family propane business where “work until the work is done” was the tenet of each day. After graduating from Stephenson High School in Michigan, Jeff attended the University of Wisconsin-Green Bay acquiring his degree in finance and economics.
Jeff now lives with his wife Debbie in Weston. He is active in the Wausau Breakfast Optimist Club serving the youth of the community. Jeff and Debbie truly enjoy the Wausau area for its small-town friendliness as well as its big city amenities. For leisure, Jeff enjoys the great outdoors, fishing, hunting, road biking, golfing, boating, ATV riding, and traveling.
Dan began his financial services career in 2004 working as an independent financial advisor. After gaining a few years of experience, he briefly left the independent world and expanded his role by handling the retirement plan for a large network of hospitals in the central Wisconsin area. Dan believes his role is to help clients develop a plan to effectively use the unlimited resources we have, including specific investment, insurance, and banking products to help clients reach their goals.
Since 2008, Dan has been an Investment Adviser Representative of Commonwealth Financial Network®, (member FINRA/SIPC), a nationwide broker/dealer assisting the independent financial consultant.
Dan holds FINRA Series 6, 7, 63, and 66 securities registrations, as well as Wisconsin health and life insurance licenses. He also holds the professional designation of Accredited Investment Fiduciary® (AIF®).
Dan was born and raised in Wausau. After graduating from Wausau West High school, Dan attended the University of Michigan in Ann Arbor, MI where he played baseball and graduated with a bachelor’s of science degree.
Dan now lives in Weston with his wife Michelle and children, Callie and Blake. He enjoys spending his free time outside doing various things such as golfing, playing softball, hockey and spending time on the water.
Investments are not FDIC Insured and are subject to risk including loss of principal amount invested. Investments are not deposits of or obligations of the bank and are not guaranteed.